Top Producer® X CRM: Adding a Task

  • February 14, 2020  |   < 1 minute read

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You can add tasks for appointments, calls and to-do activities. Saved tasks will be viewable on the Tasks tab of linked contacts and on the Calendar and Tasks pages.

  1. To add a task click Add Task in a contact record, the Tasks page, or the Calendar page.

  2. Set the task type to Call, Appointment (time-specific), or To Do.
  3. Enter Task details, such as a description and date. For appointments, set start and end times.

  4. Choose a Priority. Low priority tasks are marked yellow, medium are marked blue, and high are marked red.

  5. Under Contacts, add additional contacts using the search field. The task will show on each linked contact.
  6. Enter any extra details about the task in the Add a note… field. Task notes are viewable when the task is opened.
  7. Assign the task to the appropriate team member.
  8. Click Save Task.

Log in to Top Producer® X CRM

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