Brokers can create new tasks by the following the steps below:
To create a new task, click “Add Task”.
Fill in the respective fields:
Title - title for the task
Handlers - person(s) in which the task is assigned to
Associated Clients/Leads - the clients/leads in which the task is associated to
Type
Task - this will be selected by default
Call
Email
Priority
None - this will be selected by default
Low
Medium
High
Deadline - due date of the task
Remark - any additional information regarding the task. The maximum number of characters allowed is 5,000.
Click "Save".
All tasks created in the "Tasks" tab will also be displayed in the Clients detail page (please refer to this section for more details: Admin Activities).
