Complete Guide: Tasks

This article is to provide you complete guide for setting up and using Tasks for Prospects or Members/Customers.         

Create a Task:

• How-to: Manually Create A Task For A Client

Work It Options:

• How-to: Use the Contacts Tab in Tasks
• How-to: Use the Sales Scripts Tab in Tasks
• How-to: Use Fast Book in Tasks

Viewing your Tasks:

• My Work List Widget

Requirements - Please refer to the requirements in each individual article