Reply To: CRM Schedule Task or Reminder Task

Home Forums CRM CRM Schedule Task or Reminder Task Reply To: CRM Schedule Task or Reminder Task


Dear Hakkan,

CRM has a “Scheduled Task” option where you can create tasks for your Contacts and assign tasks to Managers/Clients.

Check out this screenshot:

You can also check all the Schedules by navigating to: wp-admin-> CRM -> Schedules

Deals add-on has options to schedule meetings, call, tasks, deadline, email and lunch.

To add a “Schedule Activity” please navigate to wp-admin -> Deals -> Activities.

Check out this screenshot:

Regarding “Reminder” feature, we currently do not have this feature for both CRM and the Deals add-on. But I think it would be great feature to release in the future. I have already noted it down and took this as a feature request.

Thank you for your suggestion.

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