Task ManagementCRM-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.
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