1. From CRM module, click Activities.
2. All Activities search screen will appear:
3. To create task, click New Task toolbar button. Task screen will appear:
4. Enter value for Subject.
5. User can change the Due date/time.
6. User can select Entity, Contact, Company Location, Status, Priority, Category, Assigned To and Show Time As from their respective drop downs.
7. Click Save or Done toolbar button to save the activity.
Overview
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