How to Schedule a Task

There are two ways to access the schedule a task screen:

     Method #1

• Starting at the main contact selection screen, you can quickly add a task by clicking on the Green hand icon.

• The Add New CRM Activity screen will open.
• Enter your activity by using the dropdown menus and typing content into the empty fields.
• Click the "Save" button when done.

    Method #2.

• From the open contact screen, select the "CRM / Activities" tab by clicking on it.

• The Add New CRM Activity screen will open.
• Enter your activity by using the dropdown menus and typing content into the empty fields.
• Click the "Save" button when done.