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Solar eCRM Setup

Leads Module

Quote Builder

Orders Module

Shipping Module

Invoice Module

Installation Module

Task Module

Document Management Module

Corporate Company

task_view

Task View

Task view page helps you to view various details of the task already created such as customer details and lead details.

Go to “Tasks | View” page

- Click Tasks > Customer Name

task7.jpg

task8.jpg

task_view.txt · Last modified: 2019/02/28 13:20 (external edit)