Geteilte Anleitung

Complete a task in the CRM system

Navigate to the CRM section to view and manage your tasks; complete tasks by clicking the complete button to update their status and track your progress effectively.

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·3 Schritte·99 Aufrufe·Veröffentlicht

Navigate to the CRM section to view and manage your tasks; complete tasks by clicking the complete button to update their status and track your progress effectively.

Step-by-step Guide3 Schritte

  1. Click the CRM link

    This action will navigate you to the CRM section, where you can manage customer relationships and access related features.

    Click the CRM link
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  2. Click the Tasks link

    This will redirect you to the Tasks section, where you can view and manage your assigned tasks and their statuses.

    Click the Tasks link
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  3. Click the complete button

    Clicking the complete button will indicate that the task has been successfully completed.

    Click the complete button
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