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Notes & Tasks

Notes & Tasks

Learn how to add notes to customers and assign tasks to your team

Creating Tasks

How do I create a task?

How do I set a task's due date?

How do I create a task for a specific customer?

How do I create a task for a specific segment?

How do I assign multiple associates to a task?

Who can delete a task?

How do I edit or delete a task?

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Task Management

How do I filter my tasks?

How do I comment on a task?

How do I edit or delete a comment?

How do I mark a task as complete?

How do I know if a task has been completed?

How do I change my notification settings?

What happens if a task does not get completed in time?

How are associates notified of tasks? What are they notified about?

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