Campaign Desktop - Tasks for Prospect / Activity

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Campaign Desktop - Tasks for Prospect / Activity

In some cases, a CRM task will be created for the activity or the prospect that a call is being made against (i.e., creating a follow-up phone call).

 

This Panel will display all open and closed tasks for the activity or prospect, giving the user complete history of that activity or prospect.

 

cmp_Desktop_Tasks

 

The task can be updated if required using the [Update Task...] button, which will take the user to the standard CRM task screen. Use the [Refresh] button to update the list as and when required.