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.
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.
3
Access the Tasks Section
Navigate to the Tasks Section, positioned as the second header under the Contact 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.
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
Creating tasks for your contacts helps you stay organized and ensures no follow-up items are forgotten, improving your overall customer relationship management.