How to get started with Tasks in Zoho CRM

Описание: In this video, learn how to create, manage, and link Tasks in Zoho CRM to streamline your daily sales activities. Tasks help ensure important follow-ups are tracked, contacts are engaged on time, and your pipeline keeps moving forward.

What You'll Learn in This Video:

Creating a Task in Zoho CRM:
Navigate to crm.zoho.com and access the Tasks module.
Use the Create Task button to initiate a new task entry.
Fill in task details: subject (e.g., Email Send Out), due date, priority, and link it to a contact (e.g., Martindale).

Associating Tasks with CRM Records:
Understand how tasks link automatically to related records like contacts and accounts.
View task associations on the right-hand panel of both the task and contact record.
Completing and Following Up:
Mark tasks as completed once the action is done.
Add a follow-up task (e.g., repeating an email task for the following month).
Track task history via Open Activities and Closed Activities on the contact record.

✅ Key Business Benefits:

Improved Productivity: Stay on top of follow-ups and key to-dos with structured task management.
Centralised Recordkeeping: Easily view task progress within contact or deal timelines.
Automation Ready: Prepare for advanced automation later with a solid foundation in manual task creation.
Stronger Customer Engagement: Never miss a commitment — follow-up tasks keep communication flowing.

🔍 Key Video Highlights:

Accessing the Tasks module and creating a task for an outbound email.
Linking tasks to specific contacts and viewing them in CRM records.
Completing tasks and immediately adding follow-up activities.
Distinguishing between Open and Closed Activities in Zoho CRM.
Using task repetition to maintain regular outreach or workflows.

Tasks in Zoho CRM are the backbone of timely follow-ups and efficient CRM use. Whether you're sending emails, making calls, or prepping proposals — task management ensures nothing slips through the cracks and every action is accounted for.

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📩 Need help setting up task workflows for your team? Contact us at [email protected]

Please note: unless specified all of our videos are created using randomly generated sample data. Any similarity to persons living or dead is purely coincidental.

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