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Create New Task in CRM

Description

This guide explains how to create a new task in CRM

Procedure

STEP 1 - Start by selecting "Tasks" from the Dashboard.

STEP 2 - Click on "New Task" to add a new task.

STEP 3 - Fill in the task details, including the subject, start and due dates, priority, and description (if needed).

STEP 4 - Select assignees and followers for the task.

STEP 5 - After entering all necessary information, click "Save" to create the task.

Video Demonstrates the Steps Above

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