How to add Tasks

Navigate to the Enquiry Profile

• Go to the Enquiry section.
• Find and select the specific Enquiry Profile you want to add a task to.

Scroll to the Bottom and Click on Tasks

• Once you're in the profile, scroll down to the bottom of the page.
• Look for a section labeled Tasks.

Add Task

• Within the Tasks section, you should see an Add Task button.
• Click on Add Task to open the task creation window.

Type Task Message and Set Task Reminder Time

• In the task creation window, enter the task message describing what needs to be done.
• Set the task reminder time by selecting the required date and time.

Save

• After entering the task message and setting the reminder time, click Save.
• The task will be saved and the reminder will be set accordingly.