Active Campaign CRM - Tasks

What

• Tasks are to-do items created for contacts and deals. You can assign tasks to other users on your ActiveCampaign account when creating a task or after you've created a task.

• Deal tasks can only be assigned to an account user who has permission to access the pipeline that the deal is in. The task assignee does not need to be the deal owner.

• By default, any task created will be assigned to the person who created it.

• In this page, we'll show you how to update, manage, and assign a task after it's been created in your account. These instructions can be used for both contact and deal tasks.

Who

• Staff responsible for selling 

When

• n/a

Where

• Active Campaign

Why

• These pages are useful in ensuring sales staff use our CRM in the correct manner.