Task Management


Customer Task Management

First, navigate to CRM → Contacts. Next, click on the desired client or contact’s name. And click on the Tasks tab.

Create a task, select the name of the Agent from the drop-down, and add a description.

The task is added to the activity log

CRM Agents can see all the tasks from the dashboard.

Thereafter, as an admin, you can see both My Task & All tasks from here.

Mark it as complete after your task is finished.

If your agents want to check the task, s/he can also check that. But s/he could only his/her task, but not all the tasks.

Get a good view of your Contacts

You will find all your contacts listed here. This page gives you some important details beside the contact name, such as:

  • Email Address
  • Phone
  • Life Stage
  • Contact Owner
  • Date Created

Manage Your Contacts

You can manage your contacts from this page. If you hover over a contact, you will get few options such as edit, view and delete. Clicking on the edit options lets you edit your contact and the delete option deletes it.

You can also use the search bar to look for any contact you want. There is a Search Segment option that lets you use different conditions to create saved searches.

You can also click on the view button to get details of your contact. This is how the detailed contact page looks like. It holds all the information that you collect in an organized manner. You can add notes, schedule activities and also tasks.

There is a timeline wise activity log that shows your interaction with that specific contact. If you add the contact to a specific contact group, you will find it at the bottom of this page.