Upcoming, Overdue and Today's Tasks
All tasks can be viewed directly on the Dashboard.
The following widgets on the Dashboard display Upcoming, Overdue and Today's Tasks assigned to a user
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Editing an existing Task
To Edit User Tasks & Events
On Dasboard scroll down to My Task widget
Click on List Tasks
User Tasks Index page will open
All user tasks will be lis
Adding a New Task
Tasks can be manually created for specific functions and assigned to various users
To Create a New User Task & Events
On the Dashboard scroll down to&nbs
User Tasks and Events
User Tasks and Events are used to track tasks and progress of various tasks assigned to different users. These user tasks and events can be automatically created or manually created depen
Financial Accounts and Payments
Financial Accounts
Financial Accounts are a classification of the various accounts which are used to make or recieve payments from & to vendors, suppliers, customers, employees, agencies etc.
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Leads, Opportunities and Sales Events
Leads
A lead is defined as "A propective consumer of a product or service that is created when an individual or business shows interest and provides his or her contact information"
For creat