How to manage CRM task via Schedule
How to manage CRM task via Schedule
Trainer has infusionsoft permission to view CRM tasks.
This page supports managing daily CRM tasks, with data synced from Keap to Prism.
You can manage tasks (edit/mark as completed/delete tasks), set reminders, print data.
CRM tasks, once deleted or updated, will also be synced to Keap.
CRM tasks are also displayed on the Owner page.
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