Learn how to create and assign tasks for your sales team.
- From the main menu, go to CRM and select Sales Tasks.
- Click Add New Sales Task.
- Complete the form as needed:
- Author - This is you by default but can be changed as needed, such as if you are entering this on behalf of someone else.
- Assignments - You can enter a user or group for this task.
- Email Address - The email address of the person being assigned this task.
- Priority - The priority of this task.
- Subscribers - Email addresses of anyone to be copied on this task.
- Severity - The level of severity of this task.
- Referral Sources - Where this sales lead came from.
- Related Locations - Any additional locations for this task.
- Task Reason - Reason for this task.
- Task Type - The type of task (phone call, meeting, etc.)
- Notes - Any additional notes pertaining to this task.
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