You can add, edit, or delete tasks for your contacts in the Journey AI CRM. Following are the step-by-step instructions to add and manage Tasks.
A. Log in to https://accounts.hyly.app and navigate to the CRM app and the Tasks page.
B. To add, edit, or delete a Task, follow the below-mentioned steps;
a. Click on the '+' sign in the top right corner to add a new task.
b. To edit a task, search for the task through the Search Panel or the Tasks by Agent section.
c. To edit the task, click the Edit button beside the contact.
d. Add the prospect name or email in the Contact field.
e. Select the Task Type from the Call, Email, and To-Do options.
f. Put the Due Date for the task.
g. Put the details of the task in the About section.
h. Select the Agent from the Assign dropdown.
i. Add any Notes if required.
j. Click Create to add the task.
k. To Achieve a Task, search for the contact, click the Edit button beside the contact, and click the Archive button to achieve the task.
l. To Delete a task, once you search for the contact, click the Delete button beside the contact.
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