Maintain Tasks
ConvallisCRM gives you the ability to set tasks for a contact and also assign which user needs to do that task.
- From the menu, select CRM > Find a contact.
- Select a contact.
- In the Tasks box, click Add or select a task from the list
- Select a date that the task must be completed by.
- Select a task type.
- Select a user for the task.
- Input a summary and description.
- If the task is part complete, you can change the % complete box, or if it is complete, tick the Complete box.
- Click Save
You can view all the tasks for the selected user by clicking View in the Tasks box or all the tasks for every user by selecting CRM > View current tasks from the menu.
Maintain Tasks Screenshots:
Add Task box:
Edit Task box: