How to create a to-do in Lime CRM?
- Open Lime CRM and choose Companies
- Find the company that you want to link the task to.
- Click on "To-dos"
- Click on the green plus to create a new to-do
- Set what is supposed to be done with help from prechosen activities or use the fields to type in your notes. Choose start- and end date.
- The task is automatically linked to the company. If you like, you can also link your task to a specific deal.
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