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How to create a call task in NOVACRM ?

Updated over 4 months ago

To create a call task :

  1. Click on Tasks.

  2. Select Task from the top-left or click a date in the calendar.

  3. Click Create.

  4. Fill in the details:

    • Select the person

    • Add a task title

    • Choose Call as the task type

    • Select date & time

  5. Click Save β€” the task will be created.

For any questions, you can reach out to us at [email protected] or call our support toll-free number +1 844 644 0023.

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