Click the CRM icon
Selecting the CRM icon opens the Customer Relationship Management section, allowing you to manage contacts, deals, and interactions with clients.
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Set a task reminder in the CRM
Set a task reminder in the CRM to receive notifications before deadlines, allowing you to efficiently manage your time and stay organized with your tasks and priorities.
viktoriaSet a task reminder in the CRM to receive notifications before deadlines, allowing you to efficiently manage your time and stay organized with your tasks and priorities.
Step-by-step Guide6 steps
Click the Tasks link
Clicking the Tasks link will take you to the Tasks section, where you can view, manage, and create your task lists and reminders.
Loading screenshot…100%Click the Edit button
This action allows you to modify the selected task's details in the Tasks section. You can update information such as the title, associated contact, and due date.
Loading screenshot…100%Click the No reminder option
Selecting 'No reminder' will set the task reminder to off, meaning you will not receive any notifications for this task.
Loading screenshot…100%Click the '30 minutes before' reminder option
Selecting '30 minutes before' will set a reminder for the task to notify you half an hour prior to its due time. This helps ensure you stay on track and manage your time effectively.
Loading screenshot…100%Click the Save button
Clicking the 'Save' button will store the details entered in the task settings, ensuring that the changes made are recorded and the task is updated in your task list.
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