Tasks
Tasks are used to manage activities related to customers, leads, vehicles or any other records in the system.
To create a new task:
- Go to the Tasks section
- Click + New Task
In the task form, fill in the required details:
- Subject – required field describing the task
- Owner – automatically filled based on the user
- Priority – optional
- Regarding – select the related record, such as a lead, customer or vehicle
- Due date – defines when the task should be completed
After saving, the task appears in the task list.
When the due date is reached:
- The system sends a notification
- The task should be completed or updated
Appointments
Appointments work in a similar way to tasks and are used for planning meetings.
Typical use cases include:
- Customer meetings
- Test drives
- Vehicle handovers
To create an appointment:
- Go to the Appointments section
- Click + New Appointment
Fill in the basic details:
- Subject
- Date and time
- Related record, such as a customer or lead
After saving, the appointment is scheduled and visible in the calendar or list.