User – Assigning a Task to a Contact

Step 1: Click on Contacts (CRM) on the left navigation.firefox_screenshot_2016-12-08t19-46-57-999z
Step 2: Find the contact you would like to add a task to and click on their name to go into their profile.

Step 3: In the Tasks section, click on New to add a new task.firefox_screenshot_2016-12-09t15-31-01-978z
Step 4: Fill out the Tasks Scheduler and click Save to save the task.