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Task/To-Do Management.
Tasks are used to record things that have to be done for a company or contact, for example a proposal that has to be submitted. They can be assigned to someone else in the organisation to be done by a certain date.
Tour 1
Outlook/Exchange for CRM
Tour 2
MX-Contact Functionality
  MX-Contact Toolbars/Shortcuts
  Data
 

MX-Contact Elements

  Company/Contact Profiling
  Opportunity Management
  Calendaring/Scheduling
  Task/To-Do Management
  Journals
  Documents
  E-mail
Tour 3
General Issues

 

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