Task List

By tasks we mean here the actions the person responsible for the contact must perform whenever the contact's status changes according to your corporate customer service or contact follow-up procedures. For example, call the contact on the phone, send him/her product updates, etc. A deadline is set for each task. Every task is linked to a parent node, which is a contact status, selected from the the Contact Statuses list.

You can add, delete and edit tasks on this list as you wish in the Task List window.