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Quick Demo on Changes to Tasks Section in Leads

By Sharad Mehta
19th Apr, 2023

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:

  1. Log in to your REsimpli account.
  2. Click on the “Tasks” or “Appointments” tab located in the menu on the left side of the screen.
  3. The tasks and appointments will now be displayed in the same format as on your dashboard and task page.
  4. The count displayed will always be for the pending tasks and appointments.
  5. If you mark a task or appointment as completed, the count will decrease by one.
  6. To view completed tasks or appointments, click on the “Completed” tab.
  7. By default, only pending tasks and appointments will be displayed in the tab.
  8. 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.