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Tasks

Create a Task

Tasks can be created from multiple places throughout the CRM. To create a Task from the Home page: Click on the Create New button on the left. Select Task from the drop down list. Type what you need t...

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Complete a Task

To remove a Task from your task list, you can either mark it as completed or delete it. To mark a Task as Completed from your Home page or the Contact page in Lightning: Option 1: Check the checkbox next t...

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Log a Call

The “Log a Call” function is a great tool to keep track of all your notes and interactions about a contact within their activity timeline on their contact page. Conveniently, these notes are searchable and expo...

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Create or Edit an Activity View

The CRM has many options for viewing your Task list. You can see all of your tasks directly on your Home page. To view your Task list for today: Click on the Home tab. Change the pull down menu on the ri...

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Assign a Task to Another User

Task can be assigned to different users within your CRM. To assign a Task to another user: Click on Edit to open the Task in edit mode. Change the name in the Assigned To box to the desired user. ...

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Create Recurring Event or Task

​Create a Recurring Event or Task in Lightning Click on "View Calendar" from home Jungo Home Page Click on "New Event" Add the details of your event and scroll down to the bottom of the details where yo...

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Delete Recurring Event or Task

Delete Recurring Event or Task Click on the event or task you wish to delete If you want to delete the entire series, be sure to click the View Series tab at the top Click Delete Series Watch th...

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Modify Task Subject Picklist

You can change the suggested options for many fields such as the Task Subject list. NOTE: The following can only be done if you are the Primary User or the System Administrator. To change the Subject Combo Dr...

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Mass Delete Tasks or Events

You can mass delete a specific set of activities from Jungo as well! NOTE: The following can only be done if you are the Primary User or the System Administrator. It is highly recommended that you back up your...

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How to Assign A Task

Task can be assigned to different users within Jungo! To assign a Task to another user: Click on Edit to open the Task in edit mode. Change the name in the Assigned To box to the desired user. You can...

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