Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The planning tab is used in the CRM module to have an overview of any planned task(s) for the chosen company.

Image Added

You have the following views:

  • Show as:
    • Calendar
    • List

For more on how to plan tasks, please refer to the Planning module, as well as the planning within the Tasks module. 

Table of Contents