Scheduling Tasks with Contacts

Sales and Marketing team coordinate your customer support.

This feature allows you to assign tasks to agents from your sales or marketing team when you need a personnel to attend for a customer.

  1. Go to WP Admin Dashboard → WP ERP → CRM → Contacts.
  2. Click on the desired client or contact’s name.
  3. Go to tab Tasks.

  4. Create a task, select the name of the Agent from the drop-down, and add a description.
  5. If the task is added to the activity log, you are now sure that the task has been created.

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