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TASKS - HOW TO

Create A Task On The Android App
You can use tasks to keep track of customer commitments and everything else. You can create tasks in many ways on RoloCRM. From the contact det...
Fri, 20 Dec, 2019 at 8:42 PM
Add Location To A Task
You can add a location to a task at the time of creation You can also edit an existing task to add a location (tap on a task to edit it).
Sat, 21 Dec, 2019 at 3:51 PM
View A Task On Android App
Once a task is created, you can access it in a few ways. You could view the tasks from task-list view like so If you know which customer ...
Sat, 21 Dec, 2019 at 7:08 PM
Assign A Task To A Team Member
By default, tasks are assigned to the person that creates the task. However, you can change that during task creation. Here is how you do that. ...
Sat, 21 Dec, 2019 at 7:48 PM
Check-In To A Task Location
With RoloCRM, you can track tasks that involve physical visits to customer locations. For example, you can ask your colleague to deliver a prototype to a cu...
Sun, 22 Dec, 2019 at 3:39 PM
Complete A Task
You can mark a task complete in one of two ways.  You can just check the checkbox in the task-list view. Or you can update status in the tas...
Mon, 23 Dec, 2019 at 11:08 AM