PDi CRM – Tasks

PDi CRM Tasks – Maintain your tasks/activities for customers, prospects and suppliers all 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 get access to your Tasks while out of the office

View the screen cast below for more information on PDi CRM Tasks