Area tasks generally

Area tasks generally

The Tasks section is used to schedule tasks and assign them to individual users so that they can contact customers / interested parties at the appointment.
Classic tasks include birthday calls, for example, birthday calls, contacting before lease contracts, etc.

The car manager smartphone app contains aOverview of tasksAvailable as well as anTask detail view. . After jumping into the processing of a task, the operation is as in the Leads areaexplained. .

Note:
  1. Tasks are synchronized in the Automanager and Automanager app.