CRM-Express features a comprehensive task management systems.
Tasks are available in all editions of CRM-Express, however
they are more limited in the Standard and eSales editions because
only 1 user is allowed.
Features of CRM-Express Task Management
The following features are available in CRM-Express Task Management
Any number of tasks can
be created
Tasks can be assigned to
any of the created CRM-Express users.
Tasks can be passed on
from one user to the next as one user finishes his/her part
of the task.
As soon as a task is passed
on from one user to the next, it is automatically displayed
in the next user's task window as well ad in all administrator
windows.
When completed, tasks can
be assigned back to the administrator and marked as completed.
At any stage the administrator
can see who is busy on which task and can re-assign the
task to another user if the user is too busy
A user that has a task
assigned to him/her just has to change the user to assign
it to the next user.
Once a task is assigned
to a new user, it is automatically removed from the user's
task panel and shown on the next user's task panel.
Users can add comments
to the task as it moves from one user to the next.