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How To Create A Task

Published: 2024-11-21 01:44:33

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Training and Educational Resources

IN THE CRM

1. Navigate to "Tasks" in the left menu.

2. Click on "New Task" at the top-left of the page.

3. Fill in the required information in the fields. Mandatory fields are marked with an asterisk (*).

4. Click "Save" at the bottom-right of the page to create the task.

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