CRM-Express features a comprehensive task management
systems. Tasks are available in all editions of CRM-Express,
however they are more limited in the Standard and eSales
editions because only 1 user is allowed.
Features of CRM-Express Task Management
The following features are available in CRM-Express Task
Management
Any number of tasks can be created
Tasks can be assigned to any of the created CRM-Express
users.
Tasks can be passed on from one user to the next as one user
finishes his/her part of the task.
As soon as a task is passed on from one user to the next, it
is automatically displayed in the next user's task window as
well ad in all administrator windows.
When completed, tasks can be assigned back to the
administrator and marked as completed.
At any stage the administrator can see who is busy on which
task and can re-assign the task to another user if the user
is too busy
A user that has a task assigned to him/her just has to
change the user to assign it to the next user.
Once a task is assigned to a new user, it is automatically
removed from the user's task panel and shown on the next
user's task panel.
Users can add comments to the task as it moves from one user
to the next.