Tasks and Events are associated with contacts and sales cycle records, and can be scheduled and assigned to staff for completion.

Different types of Tasks/Events can be created to provide specific information to users.

For example the different types of tasks that are available by default includes "Call". "Email", "Document" and "General Task". You may also specify the priority and due date of the assigned task.

Events can be created for multiple attendees, with advanced features such as automatic email invites and updates,  users are also able to record notes and timesheet entries and scheduling, based on a scheduled event.

Creating a New Task

• Click the "New Task" link at the top of the screen (You may also click on the "New Task" link above the "Tasks/ Events" switching reports within the "Quick Start" module.
• Enter the task details into the fields on the data entry screen.
• Use the Billing, Timesheet, Schedule, Site and Info tabs to add additional information to the task
  
• Click the [OK] button to save the record
• An email and an on screen alert will automatically be sent if the task is assigned to another user

Creating a New Meeting

• Click the "New Event" link at the top of the screen (You may also click on the "New Event" link above the "Tasks/ Events" switching reports within the "Quick Start" module.
  
• Enter the meeting details into the fields on the data entry screen.
• Click the Invite Others tab and select the meeting attendees from the pick list
• Use the Billing, Timesheet, Site and Info tabs to add additional information
• Click the [OK] button to save the record and an email will autommatically be sent to the meeting attendees.