Add Task for a Contact
- Navigate to the Contacts module.
- Click on the Contact’s name.
- Click on the Add Task button under Upcoming Tasks tab.
- The Add Task window will be opened on the right-side of the screen, fill in the required details.
Note: * these fields are mandatory to fill.
- Click on the Save button to save the task.
- Once you have Saved the Task, you will get a notification pop-up of Task saved successfully.
- The saved Task will be visible in the Upcoming Tasks section of the contact’s profile.
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