Click the CRM icon
Clicking the CRM icon will navigate you to the Customer Relationship Management section, where you can manage contacts, track interactions, and oversee sales activities.
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Shared guide
Reschedule a task in the CRM
Reschedule a task in the CRM by navigating to the Tasks section, editing the task details, selecting a new date and time, and saving your changes for future reference.
viktoriaReschedule a task in the CRM by navigating to the Tasks section, editing the task details, selecting a new date and time, and saving your changes for future reference.
Step-by-step Guide8 steps
Click the Tasks link
This action will display the Tasks section, where you can manage, create, and track your tasks effectively.
Loading screenshot…100%Click the Edit button
Clicking the Edit button allows you to modify the details of the selected task, enabling changes to be made to its title, status, or associated contacts.
Loading screenshot…100%Click the Save button to update activity
This action will save the changes made to the task details, including the task title, type, priority, and associated records.
Loading screenshot…100%Click the date picker for task scheduling
Selecting this date will allow you to set a specific date for the task. You can choose a preferred date and confirm it for scheduling the task as needed.
Loading screenshot…100%Click the Save button to update task
Clicking this button will save any changes made to the task details, including associations and priority, ensuring that your updates are recorded in the system.
Loading screenshot…100%Click the 9:00 AM time slot
Selecting the 9:00 AM time slot sets your task for that specific time, allowing you to schedule your call to the client accordingly.
Loading screenshot…100%Click the Save button
Clicking the Save button will store the details of the task, including task title, priority, and due date, into the system for future reference.
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