CRM Product Essentials | Prototyping & Product Management & UX: 16.Tasks
The task management process in a CRM system typically involves the following steps:
More contents: https://axureboutique.com
Task creation and assignment: Users create tasks and assign them to specific team members or individuals within the CRM system.
Task execution: Assigned team members or individuals carry out the tasks according to the details and requirements specified in the CRM system.
Reminder notifications: The CRM system sends out automated reminders and notifications to the relevant individuals to ensure that tasks are not overlooked or delayed.
Task monitoring: Managers and supervisors can monitor the progress of tasks within the CRM system, tracking their status and any potential issues that may arise.
Task completion: Once tasks are finished, team members mark them as completed within the CRM system, providing a clear record of the task’s resolution.
More contents: https://axureboutique.com
Axure RP 10 downloads:
Axure Libraries: https://axureboutique.com/collections/libraries
Axure Templates: https://axureboutique.com/collections/templates
Product & UX Tools: https://axureboutique.com/collections/ux
Free Products: https://axureboutique.com/collections/free
Mobile Products: https://axureboutique.com/collections/mobile
Axure Course: https://axureboutique.com/products/axure-rp-10-and-ux-core-skills-course
#CRM #Prototyping #Axure Tutorial #Axure Course #Axure Training #Axure Prototype #Axure Compnents #B2B #Learn Axure