The task management process in a CRM system typically involves the following steps:
Task creation and assignment: Users create tasks and assign them to specific team members or individuals within the CRM system.
Task execution: Assigned team members or individuals carry out the tasks according to the details and requirements specified in the CRM system.
Reminder notifications: The CRM system sends out automated reminders and notifications to the relevant individuals to ensure that tasks are not overlooked or delayed.
Task monitoring: Managers and supervisors can monitor the progress of tasks within the CRM system, tracking their status and any potential issues that may arise.
Task completion: Once tasks are finished, team members mark them as completed within the CRM system, providing a clear record of the task's resolution.
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