Tasks: Create a Recurring Weekly Task for a Contact/Lead
Use the " Recurring Reminder " field to create a task that repeats regularly. Select the 7 days option to create a weekly task reminder. 📺 Click here to watch the video tutorial 📺 1.) From the left side menu, click on Contacts/Leads , and then click on Contacts/Leads again 2.) C…
Tasks: Create a One-Time Task for a Contact/Lead
Use the task feature in APT to set a reminder for yourself. Go to the Contact Details page and click on the + New button under the Task section to get started! 📺 Click here to watch the video tutorial 📺 1.) From the left side menu, click on Contacts/Leads , and then click on Contacts/Leads a…
