Create and manage to-dos
Order the materials. Ring the council. Send that invoice. The to-do list is somewhere to jot it down and tick it off.
Add a to-do
Click To-dos in the left-hand menu.
Type in the box that says Add a to-do…
Press Add.
Tick it off
Press the tick box next to a to-do to mark it done. Finished to-dos drop to the bottom of the list so they're out of your way. Press it again to bring one back.
Put the important ones on top
Grab the handle on the left of a to-do and drag it up or down.
Edit or delete
- Edit: click the text of a to-do, change it, and click away to save.
- Delete: press the bin icon on the right.
To-dos that add themselves
When a customer replies asking for something (a quote, a call back, a change of date), TradeCRM can add a to-do for you, linked to their lead. Press Open lead on it to jump straight there. You can switch this off under Settings → Notifications. See Choose which notifications and emails you get.
You can also say it: ask the assistant to "add a to-do to pick up copper pipe".
Still stuck?
If this didn't solve it, tell us what you're trying to do and we'll help.