The Jetpack CRM Task Scheduler Jetpack CRM is a great tool for managing your customers. The Task Scheduler gives you the ability to follow up...
View the Tasks Agenda The Jetpack CRM Task Scheduler comes with a default view set to be the current month. You can use this...
Filter a CRM Member’s Tasks In the Task Scheduler you can assign CRM team members to particular tasks. If you then want to filter your...
Adding Other CRM members to a Task Each task can only be assigned to a single CRM team member. This is the owner of the Task. If...
Task Notifications not Sending The Task Scheduler notification system will send emails as long as the following criteria are met: Notification Emails The following...