Creating a Task for a Contact

Tasks help you keep track of what needs to be done for or record what has been done for a contact.  Here's how to create a task and assign it to a contact.

Creating a Task

On the right-side navigation bar, select Contacts.

Select Tasks from the Contacts menu.

Select the Add Task button.

On the Add Task window, enter the following:

• The contact to associate with this task
• Classification (Buyer, Seller, etc.)
• Task (Email, Phone, etc.)
• Date of the Task
• Description of the Task

Select the Save button to add the task to the Contacts screen.

Related to

• contacts
• RISE
• Tasks