Quick Demo on Changes to Tasks Section in Leads
Step by Step Guide:
Here are the step-by-step instructions for the update made to the task and appointment tab in REsimpli:
- Log in to your REsimpli account.
- Click on the “Tasks” or “Appointments” tab located in the menu on the left side of the screen.
- The tasks and appointments will now be displayed in the same format as on your dashboard and task page.
- The count displayed will always be for the pending tasks and appointments.
- If you mark a task or appointment as completed, the count will decrease by one.
- To view completed tasks or appointments, click on the “Completed” tab.
- By default, only pending tasks and appointments will be displayed in the tab.
- Refresh the page to see the updated count of pending tasks and appointments.
Note: This update does not affect any other feature or functionality of the REsimpli platform.