Deferring Or Clearing A Contact Task

Deferring or Clearing a Contact Task

Go to Dashboard>Tasks>Reviews

Click onto

A drop down will then appear.

You can defer the task by selecting one of the options, or click Choose a date.

Click onto the Target/Due Date

You can then select the date you want to the task to reappear in the Reviews.

Enter your notes and click Save.

To clear a Task find your contact from the Review list.

Using the  you can mark the task as Quick-Complete.


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