Adding Tasks in the CRM

Description: You can create a backend to-do list for yourself using the CRM. This list will appear on your agent dashboard and can be configured to send you reminders via phone or email.

1. Log into your website
2. Click Create on the Tasks module on your Dashboard
   1. Select the task type
   2. Add notes
   3. select a client account to associate with the task if applicable
   4. Select a due date and time
   5. Set yourself up for an sms or email reminder 
3. Click Create

Alternatively, you can create a task directly from a client account by clicking on their profile and clicking Create or the plus icon to add a new task associated with that specific client