Creating Tasks
3 articles19 explained images
Recurring Tasks
Overview Recurring tasks allow you to create tasks that repeat automatically at specified intervals, reducing the need to manually recreate tasks. With this feature, you can configure task recurrence, set end dates…
2 min3Unified Task Management Across Contacts and Opportunities
This guide walks you through GHL Customer Care’s Unified Task Management system, available across Contacts and Opportunities. It’s designed to help users create, edit, and manage tasks through a consistent, efficient…
4 min13Rich Text for Notes and Task Descriptions
Rich Text for Notes & Task Descriptions lets teams format CRM notes and task details with bold text, lists, and hyperlinks so that the information is easier to scan, understand, and act on. This article covers what’s…
4 min3