How to create a to-do in Lime CRM?

  • Open Lime CRM and choose Companies
  • Find the company that you want to link the task to.
  • Click on "To-dos"

  • Click on the green plus to create a new to-do
  • Set what is supposed to be done with help from prechosen activities or use the fields to type in your notes. Choose start- and end date.
  • The task is automatically linked to the company. If you like, you can also link your task to a specific deal.
Was this article helpful?
0 out of 0 found this helpful


Article is closed for comments.