1) Select the lead you are wanting to update and head into the messaging tab
2) Select the Task/Note option on the right hand side
3) Enter the content of the task or note in the message box- please ensure you pop in a due date to make it a task! Hit save once completed.
If you have any questions or suggestions, you can contact us at support@effi.com.au.
Comments
0 comments
Please sign in to leave a comment.