Tasks

This section displays the information related to the tasks associated with a the specific contact. You can view the task related information such as the name of the task, the description of the task, the salesperson related to the task, and the status of the task.

You can use this section to:

  • Create a task for the contact using the New Task option.
  • Modify an existing task associated with the contact using the Edit option.
  • Close a task associated with the contact using the Close option.