In this article we will go over how to complete a task that you have created for a client in your CRM tab. Task can be Emails, Calls or To-dos.
Here is a video of how to complete a task that you have created for a client in your CRM tab.
video coming soon
Here are step by step instructions of how to complete a task that you have created for a client in your CRM tab.
1 - Click the CRM tab and choose the CRM link
2 - Locate the customer that you want to create the Task for in the Search bar
3 - Click the Task icon
4 - To mark a task as completed you will locate the task you have completed and click on the Still To Do icon under the Action column.
5- From there the icon will change from Still To Do to Completed and a pop-up box will appear.
6 - You will be prompted to leave a note about the completion of the task.
7 - Note if you had already created a previous note then you will be editing or adding additional information to the note. If you have not create a previous note then the field will be blank.
8 - From there you can add any information about the task that needs to be added.
9 - Cancel - If you do not want to add a note then you click the Cancel tab and the note will not be saved.
10 - Save Note & Create Task - If you need to create a follow-up task from the note you can do so. Once you click on Save Note & Create Task and new pop up box will appear that will allow you to create a new task.
11 - Create This Note - This will allow you to create the note for the task that was just completed.
12 - Note that the employees name that is assigned to the task will appear under the Details. If a different employee completes the then the name of the employee that completed the task will appear.
You have now learned how to complete a task that you have created for a client in your CRM tab.