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What are Tasks?

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Tasks are a tool that allows you to assign to - do´s to your Contacts, Cases or Deals. You can asociate a Task to an Owner and guarantee that each customer receives excellent atention. 

You can monitor which Tasks are pending and which have expired according to their dates. Once you finish a Task you can mark it to delet it and remove it from pending list.  

Tasks can be refined by Pending (they can be Overdue, Today, Future or Undated) Completed, High priority, Associated with, Date, Contact, Category or Finished by

 

 

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