Creating a task based on a call

After the call ends, Planfix records information about it in the contact's card.

Additionally, you can select a task in which a link to the call recording and the data tag Calls will be placed.

You can not only select one of the existing tasks in the system but also create a new one - for example, if this was the first call from a new customer that requires further processing:

When you click on the "New task" button, select the role in which the contact will participate, as an assignee or as a counterparty:

Go To

• Virtual PBX
• Contacts
• Tasks