How to add a Task in Toolsoncloud CRM?


As a salesperson, whenever you want to note down a task, be it a follow up task or a reminder or ToDo action, you can make use of Task Management functionality in Toolsoncloud CRM. Adding the task in CRM helps you keep track of multiple tasks from multiple leads and deals in your pipeline. As the old wisdom says, if you note down the list of actions, it will free up your mind of multiple clutters so that your mind can focus on bigger objectives compared to keeping itself engaged in trying to remember operational tasks.


To add a task in Toolsoncloud CRM, follow these steps

  1. Login to Toolsoncloud Sales CRM with your user credentials.
  2. After logging in, Click on the Tasks Link on the top navigation bar.
  3. This shall take you Task Management screen in the CRM application. Here you can find all the list of tasks your team had created.
  4. Click on the "Add Task" button on the right side of the screen. A dialog box shall appear.
  5. In the add task dialog box, enter the basic mandatory information such as name of the task, due date of the task, any additional comments, etc.
  6. Now, Click on the "Add Task" button. The task will get added to your list of upcoming tasks.
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