Difference between revisions of "Tasks / Follow-ups"
Ashley DeBon (talk | contribs) (Created page with "== Tasks / Follow-ups == === What are Tasks / Follow-ups (from Accounts)? === From an account, you can create or edit a task/follow-up reminder linked to that company. ===...") |
Ashley DeBon (talk | contribs) (→Tasks / Follow-ups) |
||
| Line 1: | Line 1: | ||
== Tasks / Follow-ups == | == Tasks / Follow-ups == | ||
| − | + | [[File:App_Tasks_Follow-ups.png|200px|thumb|right|Callproof Mobile App Tasks/Follow-ups]] | |
=== What are Tasks / Follow-ups (from Accounts)? === | === What are Tasks / Follow-ups (from Accounts)? === | ||
Latest revision as of 07:44, 17 July 2026
Contents
Tasks / Follow-ups
What are Tasks / Follow-ups (from Accounts)?
From an account, you can create or edit a task/follow-up reminder linked to that company.
Accounts → More menu → Add Task / Follow-up Full list also on Tasks
Using Tasks / Follow-ups
- Open More on an account.
- Choose Add Task / Follow-up.
- Set date, time, duration, type, priority, notes, and assignee when available.
- Save the task.
- Manage completion later from Tasks.
Features include
- Create follow-up – Schedule next contact for the account.
- Edit follow-up – Update an existing task.
- Account linkage – Task stays connected to the company.
- Calendar sync – Can sync when calendar setup is enabled.
