CRM records
Use tasks and follow-ups
Assign a next action to a person or record.
How to do it
- Open Tasks and create a title that describes the outcome.
- Add a due date and relate the task to the appropriate record and owner.
- Review overdue work from the task list and update its status after completion.
Check your result
The record timeline and task list should agree on the assigned work.
Good to know
Do not put private credentials into task descriptions.
Still need help?
Tell us your BU code and the step where you got stuck. Do not include passwords, BU PINs, tokens or recovery codes.
Contact SupaChrome support