How do I add a Task to a sale?

You can add a task to an sale to schedule in a piece of work for yourself or another user.

  1. Find the sale by going to Sales, Property Sales
  2. Click on the Tasks tab
  3. Click 'add task' and fill in the taks details
  4. Click Save to save the task

The task will now appear on your home page when it becomes due. You can also find it using the task list (Diary, Tasks) or through the sale.

Topic: Sales

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