Skip to main contentDo you have a pending task you want to save so you can track it anytime? Don’t worry! The Task section of Eazybe’s Bitrix integration comes to your rescue.
Creating a Lead Task
Open the WhatsApp Chat
Open the WhatsApp chat of your Bitrix lead.
Click on the Bitrix Icon
Click on the Bitrix icon in the right sidebar of the Eazybe extension.
Access the Task Section
The last header under the Lead section will be the Tasks section. Click on it to access the section.
Add a Task
Click on the Add Task button.
Enter the Details
Fill in the required information and click on the Save button.
View Your Created Task
Your task will be created and displayed in the UI.
Manage Your Task
You have the option to either view or hide notes. You can also edit or delete the created task by clicking on the three dots menu.
If you have any questions or need further assistance, feel free to reach out to us at [email protected].