Creating follow-up tasks for specific contacts is very easy in Pagico. Just open up the contact profile (create one if you need), and type in the task name and due date.
After typing in the information, just hit “enter” to save it as a task.
Tasks in contact profiles doesn’t have to have a due date. But only tasks with a due date will be listed in the schedule flowchart, as well as in the "upcoming tasks" section in the sidebar.
Related posts: