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EazyBe’s Zoho Integration Tasks Section helps you save and track pending assignments easily. Keep all your contact-related tasks organized and accessible within the platform.

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How to Create Contact Tasks

1

Open the WhatsApp Chat

Open the WhatsApp conversation with your Zoho Contact that you want to create a task for.Open WhatsApp Chat
2

Click on the Zoho Icon

In the right-side panel of the EazyBe extension, locate and click on the Zoho icon to access your CRM features.Click Zoho Icon
3

Access the Tasks Section

Navigate to the Tasks Section, positioned as the second header under the Contact Section.Tasks Section
4

Create a New Task

Click on the New Task button to initiate task creation.
5

Enter Task Details and Save

Complete the task information fields and click Save Task to create your task.Save Task

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Managing Your Tasks

Once created, you can perform the following actions on your tasks:

View

Access and review all your saved tasks for the contact

Edit

Modify existing tasks to update information or deadlines

Delete

Remove tasks that are completed or no longer needed
To edit or delete a task, click the three dots (⋮) adjacent to each task to access the management options.
Creating tasks for your contacts helps you stay organized and ensures no follow-up items are forgotten, improving your overall customer relationship management.

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Need Help?

If you have questions or need assistance, contact our support team at [email protected].