Tasks help you stay on top of your to-do list by capturing actions, follow-ups, and reminders against a contact, property, listing, appraisal or contract. Once created, tasks appear in your task list so nothing slips through the cracks.
This article will guide you through creating a task in Grow CRM.
- On the side menu, click CRM.
- Click Tasks.
- Click Create Task.
- Fill in the details of the task.
- Contact
- Property
- User
- Due Date
- Title
- Description
- Click Save Task.
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