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Two Approaches to Creating Tasks in Surplus Systems CRM

Enhance your productivity by learning the two primary methods for creating tasks in Surplus Systems CRM. This article explores both manual task creation and automated task generation, providing step-by-step instructions for each approach to ensure you can effectively manage your workflow and stay organized.

1. First option in adding a task is navigate to CRM to open contacts.

1 First off, click here.

2. Select a contact.

2 Click on "Tracey Carden".

3. Once you open this tab, go to Tasks.

3 After, click here.

4. Click on "Add".

4 Click on "Add".

5. Fill in details to add a task and then hit Save once done.

5 Click here.

6. You can see your saved task in this area.

6 Afterwards, click on the element.

7. If you want to create a regular task, go to Tasks.

7 Once that's done, click on the element.

8. After, click on "New Task".

8 After, click on "New Task".

9. Fill in necessary details then hit Save once done.

9 Afterwards, click on the element.

10. You can now see your added tasks in the Tasks list. Please note that if you add the task using the first option, the contact name will reflect on the list.

10 Next up, click on "Task List".

11. You can also see tasks list within the Dashboard. Go to Home.

11 Click here.

12. After that, click on "analytics".

12 After that, click on "analytics".

13. Tasks list can be found here!

13 Click on the element.
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