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Notes & Tasks
Notes & Tasks
Learn how to add notes to customers and assign tasks to your team
By Leigh and 1 other
2 authors
13 articles
How are associates notified of tasks?
How do I add a note to a customer?
Creating Tasks
How do I create a task?
How do I set a task's due date?
How do I assign multiple associates to a task?
How do I edit or delete a task?
How do I create a task for a specific customer?
Task Management
How do I filter my tasks?
How do I complete a task?
How do I comment on a task?
How do I edit or delete a comment?
How do task notifications work?
What task activity are users notified about?
