Lession 2 D: Create tasks

Creating tasks such as follow up, demo demonstration is important to ensure we don’t forget about important tasks in relation to a customer or lead.

Task type:

Here we can add it as a call, email or to-do

If the task is associated to a important lead or contact you can add the priority

You can add the due time and date the task of the task

Leave the title and notes in

Cryt Education