Shared guide

Create a task from a contact in the CRM

Create a task from a contact in the CRM by accessing contact details, entering task specifics, scheduling reminders, and enhancing task management for effective follow-up.

viktoriaviktoria
·9 steps·100 views·Published

Create a task from a contact in the CRM by accessing contact details, entering task specifics, scheduling reminders, and enhancing task management for effective follow-up.

Step-by-step Guide9 steps

  1. Click the CRM icon

    Clicking the CRM icon will navigate you to the customer relationship management section, allowing you to manage leads, contacts, and customer interactions.

    Click the CRM icon
    Loading screenshot…
    100%

  2. Click the Contacts link

    This action will navigate you to the Contacts section where you can view and manage your contact information.

    Click the Contacts link
    Loading screenshot…
    100%

  3. Click on the contact named Chris

    This will open the contact details for Chris, allowing you to view or edit their information within the CRM. Ensure to check the associated email and phone number for updates.

    Click on the contact named Chris
    Loading screenshot…
    100%

  4. Click the Create a task button

    Clicking this button allows you to create a new task associated with the selected contact, facilitating better task management within the CRM.

    Click the Create a task button
    Loading screenshot…
    100%

  5. Click here to add a new task

    This button opens a dialog where you can enter details for your new task, including the activity date, task type, and associated records.

    Click here to add a new task
    Loading screenshot…
    100%

  6. Type the task description in the field

    Enter a brief description of the task you want to assign, such as 'send invoice to client'. This will help in tracking the activities related to the contact.

    Type the task description in the field
    Loading screenshot…
    100%

  7. Click here to set a reminder

    Clicking this link will allow you to schedule a reminder for the task 'Send invoice to client', ensuring you follow up in a timely manner.

    Click here to set a reminder
    Loading screenshot…
    100%

  8. Click the 9:15 AM time option

    Select the 9:15 AM slot to schedule the task in the client activity. This sets the time when the reminder for the task will be triggered.

    Click the 9:15 AM time option
    Loading screenshot…
    100%

  9. Click the Create button

    After clicking the 'Create' button, a new task window will appear, allowing you to enter details for the task you wish to set up for the contact.

    Click the Create button
    Loading screenshot…
    100%