To-Do's allow you to stay on top of follow-ups, meetings, calls, emails and more.
Create a simple To-Do on a contact within seconds.
Create a Task
You are able to create a To-Do from multiple areas within Model Match. In this example we will click the "+" from the menu panel and select "Task".
"Tasks" are a great way to keep up to date on everyday tasks such as follow-ups, data checks or touches. While they have a due date they are not due at a specific time of the day like a Meeting or Call may be.
Give the task a Title and Description. Select a Requisition (if necessary) and select whom you wish to assign the task to. A task may be assigned to a single or multiple team members.
Select a Contact you wish to associate the task to along with a due date and click "Add Task"