Section "Tasks" in the CRM/ERP system
Client Management & CRM
Section "Tasks" in the CRM/ERP system.
This section allows for very convenient and precise creation of Tasks for system users.
Subtasks can be created to break down large and complex tasks into points.
Executors and Reviewers all receive notifications, convenient statuses, and data search and filtering in the list of Tasks.
Linking Tasks to Projects and Deals allows for convenient use of the entire system as a whole.
There is an option to attach files to a Task, which can be documents or any other files.
#CRM, #ERP, #Automation, #funnel, #web-programming, #tasks, #Kanban
This section allows for very convenient and precise creation of Tasks for system users.
Subtasks can be created to break down large and complex tasks into points.
Executors and Reviewers all receive notifications, convenient statuses, and data search and filtering in the list of Tasks.
Linking Tasks to Projects and Deals allows for convenient use of the entire system as a whole.
There is an option to attach files to a Task, which can be documents or any other files.
#CRM, #ERP, #Automation, #funnel, #web-programming, #tasks, #Kanban