Tag: PDi CRM Tasks

PDi CRM – Tasks

PDi CRM Tasks – Maintain your tasks/activities for customers, prospects, and suppliers within the PDi CRM Task. Each Task type can be set up to email a group, customer, or individual email address or link the activity to a Slack channel for group communication when changes occur.

Use the mobile version of PDi CRM to access your Tasks while out of the office.

View the screencast below for more information on PDi CRM Tasks