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Knowledge Base |
Complete Guide To Tasks
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This article is to provide you complete guide for setting up and using Tasks for Prospects or Members/Customers.
Requirements - Please refer to the requirements in each individual article.
Create a Task:
Manually Create A Task For A Client
Work It Options:
Requirements - Please refer to the requirements in each individual article.
Create a Task:
Manually Create A Task For A Client
Work It Options:
How To Use The Contacts Tab In Tasks
How To Use The Sales Scripts Tab In Tasks
Viewing your Tasks:
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