Task Completed

On accomplishing the required task you may mark the respective task as completed.

To mark the task as completed follow the steps given.

In the Tally.CRM screen

• Click Action

• Click Mark as Task Completed

The Mark as task/appointment completed window appears.

• In case you need to attach a file, if any, click Browse, select the required file and click Attach

• Enter Remarks, if any

• Click OK.

 The Mark as task/appointment completed operation window appears.

• Click Close.

To view the Status of a task in the Task Details

• Click Task title

The Task Details screen appears displaying the Status as Fulfilled.

Note: The task Status can also be viewed from the Support for a TSP & TI