- Navigate to the task menu by selecting the “task” button from the left-side menu on your dashboard.
- Click on the “add new task” button on the right-hand side of your screen.
- Select the “task type” drop down menu and select the type of task you would like to create.
- Add the required information. (Type of task, start date/time, and salesmen are required fields.)
- Add any additional pertinent information about the task in the notes field.
- Click save.
**These are the steps for adding any type of task.
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Creating your 1st Task
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