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 A contact is a person or organization you have any connections with. You can manage contacts in the corresponding section.
Working with contacts. Storing the necessary contact information about a contact. The program provides you with the necessary set of fields for storing information about a contact. Besides, it is possible to import contacts from other applications. Storing additional/specific information about a contact. The program can store not only contact information, but also specific information: - documents/files/images related to a contact
- the description of the contact's activity: types of offered services/products
- prices/price lists/agreements/products
- other useful information about the contact.
Managing communication with clients - mini CRM. It is convenient to keep record of contact history with clients and with any other category of contacts in Leader Task: paid bills, completed tasks, unsolved problems and so on. Assigning tasks. It is possible to assign or give each task to any contact, i.e. any contact you specify can be assigned responsible for a task. There are three ways to assign a task: - directly add the task in the contact's task tree.
- select the necessary task in the Projects section, open the context menu and select the Assign… item
- select the necessary contact in the Responsible field of the task properties.
Quick communication. Having the list of contacts and their contact information at hand, you can exchange information with them really quickly. One mouse click is enough to send an employee a notification about tasks he is to complete; send a partner an e-mail message about changes in the terms and conditions of cooperation; notify a customer about holiday discounts for your product; let a client know that the job has been finished and so on. |
