Follow-up task (crm)

1. Steps to adding a task to a new quote.
2. Click new quote
3. In 'event details' click 'add follow up task' (purple button).
4. (Optional) choose user.
5.  Select date 
6. Type the tasks into 'Notes'
7. Click the 'next' button (bottom right)
8. 
9.  
10. Your tasks will be added to the calendar as a purple alert.

1. Steps to adding a task to an existing quote.
2. Go into a customer's quote/invoice.
3. Either click 'edit details' (Center at the top of the page) or click 'quote builder' (top right of the quote)  
4. In 'event details' click 'add follow up task' (purple button).
5. (Optional) choose user.
6.  Select date 
7. Type the tasks into 'Notes'
8. Click the 'next' button (bottom right)