Exporting 12Handz data
Assigning a task to a contact
Follow up with your contacts by assigning different tasks to contacts you own.
Assing a task to a contact
- Go to My business > Contacts
- Select the customers you want to assign a task to
- Go to Overview and click on Add a task
- Give the task a name (short description)
- Set a date & time for the task to be done and click Set date
Complete a task
1. To mark a task as completed, click on the check box on the left of the task name.
2. You can access the completed tasks by changing the task status from To-do to Done.