Tasks - Overview list
In the overview list of tasks, the tasks with the associated customers are shown:
By free text input in the input field above can be searched for customers for whom tasks exist.
About the symbol
Further filters can be called that restrict or expand the result depending on the selection. Marked filters in Blue restrict the search result.
By clicking on the respective task, the jump into the detail view takes place.
Notes:
- The settings of theLead Management Systems(supervisor settings, etc.) also apply to tasks.
- In the task overview you have all tasks to view / available that you according to yourRightor bySupervisor Settingscan see.