Managing Task Assignments for Employees on CRM

There’s a saying: “If you want to go fast, go alone; if you want to go far, go together.” Therefore, even if you have the knowledge and skills, you can’t do everything on your own. Working as a team or assigning tasks to employees is something any manager is familiar with. The task management feature on CRM helps streamline the assignment process and optimize efficiency for managers.

Key management activities of the task assignment feature on CRMOnline include:

• Managing Task Information: Task name, start date, end date, customer, priority level, assigned employee, description.

• Managing Task Status: Not started, in progress, completed, pending, postponed.

With the task management feature on CRM, users can create tasks directly on the customer detail page or the task management page. A single customer can have multiple tasks handled by different employees.

CRMOnline, the exclusive digital transformation platform of Long Phat CRM, has been built and developed for over 12 years on the suitecrm platform, the world’s leading open-source software today.