Click the CRM icon
This action opens the CRM section, allowing you to manage customer relationships, track sales, and view related tasks and analytics.
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Shared guide
Set task priority in the CRM system
Manage task priorities in the CRM system by modifying task details and assigning urgency levels to optimize your workflow and enhance project tracking.
viktoriaManage task priorities in the CRM system by modifying task details and assigning urgency levels to optimize your workflow and enhance project tracking.
Step-by-step Guide6 steps
Click the Tasks link
By clicking the Tasks link, you will access your task management section, where you can view, create, and organize tasks related to your projects and meetings.
Loading screenshot…100%Click the Edit button
Clicking the 'Edit' button allows you to modify the details of the selected task, enabling you to update information such as the status, title, or associated contact.
Loading screenshot…100%Click the Save button
This saves the details of the task you just entered, ensuring that all changes are recorded in the task management system.
Loading screenshot…100%Click the High priority option
Select the 'High' priority from the dropdown menu to assign a high urgency level to the task you are adding or editing.
Loading screenshot…100%Click the Save button
Clicking the Save button will store the task details you have entered, ensuring that changes are preserved in your task management.
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