We have a lot of ways to simply Create a Task in IMAX CRM:

1. Click on Task & Calendar at the left side of the Main Page. Select the Orange box +Task
2. It will open another To-do Information page, provide details as necessary.

 

Tip:

You can uncheck the small box for Private if you want the task viewable in Public.

You can also reassigned a specific tasks to an agent if the original task owner is not available.

You can select the task relevant to Closing, Listing, Referral and campaign.

 

3. Click orange checkbox on the top right corner to SAVE or pick SAVE&NEW if you would like to proceed on creating another task.