follow up Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Wed, 11 Oct 2023 12:52:29 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico follow up Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Create Tasks https://www.insuredmine.com/knowledge-base/create-tasks/ Mon, 25 Sep 2023 12:30:14 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=3352 You can add follow-up tasks by from the Dashboard widget – My Tasks List by clicking on the plus icon at the right side of the widget. Plus icon will open up a form at the right side of the screen to allow you to add more information about the task including: Task template Task name Task […]

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You can add follow-up tasks by from the Dashboard widget – My Tasks List by clicking on the plus icon at the right side of the widget.

Plus icon will open up a form at the right side of the screen to allow you to add more information about the task including:

  • Task template
  • Task name
  • Task Type
  • Contact Name
  • Assignee
  • Priority
  • Task Description
  • Due Date
  • Add Attachment (if any)
Adding task in Task List widget is independent of any specific contact, prospect or deal. However, there are a couple of other places to add tasks that will show up in the same widget but they are dependent on contact or deals.

1. Add Task in Account > Contact > Task

2. Add Task in DealBoard > Deal Card

3. Add task from Contacts

In contacts, you can also add tasks by clicking on the 3 dots. This. this can be also done from the top bar quick add button.

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