Tasks

Tasks - Head Office

Tasks and Activity Schedules can be utilised within the Head Office module for client follow-ups and anniversaries to ensure that you are reminded to keep in regular communication with contacts in your Head Office database.

Refer to the following pages to create and manage tasks and activity schedules:

• Add a task
• Edit a task
• View tasks
• Complete tasks
• Create Activity Schedules
• Edit Activity Schedules
• View Activity Schedules
• Apply Activity Schedules
• FAQ