Client Management – Tasks

Like other parts of Business Manager 365, within the Client Management module you can create tasks related to an individual client, such as sales tasks, helpdesk tasks, and project tasks. Tasks can be assigned to any employee or customer liaison. Tasks can easily be converted to Sales Opportunities or Helpdesk Tickets if required.

client management tasks

See How It Works

Sign up for our no obligation demo and see first hand how Business Manager 365 works. Give us a call at 877-284-5733  or use our form below to see a demonstration.

Service technician using Business Manager 365 on a tablet