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Create a task in Zoho CRM - - Single and Recurrent

Topic:
  • How to set up a task in Zoho CRM
    • single task
    • recurring task
Recording: 
  • Mike Acquisto
Agent Question:
  • Tammy Ellis
Notes:
  • Examples of types of tasks you can set up for yourself:
    • important dates
    • move in anniversary date
    • start of school
    • search reminder
    • semi-annual home valuation 
    • the first day of summer


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