Below you can find the steps to view the details of a manual task in the To Do tab:
- In the To Do tab, navigate to the Task tab.
- Click on the ellipses button
to the right of the manual task record that you want to view the details and select the option View Info from the dropdown menu.
- The Follow Up View Info - <Prospect Name> window will be displayed with Subject, Comments, and Due Date & Time. Here, you can Snooze or Complete the Task as needed.
Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.
NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.