What's New in Acumatica 2024: CRM Tasks

Welcome to our latest video on Acumatica 2024, where Danielle discusses the exciting features of CRM Tasks! In this video, she will explore how to create tasks within Acumatica, assign tasks to others, and even assign tasks to a parent entity to relate it back to the main task or activity.

Acumatica 2024 introduces a seamless and efficient way to manage your tasks within the CRM module. With the ability to create tasks, you can easily keep track of important deadlines, follow-ups, and other action items. Whether you're a salesperson, project manager, or customer support representative, the task creation feature will empower you to stay organized and on top of your work.

Don't miss out on this opportunity to enhance your workflow and boost your productivity with Acumatica 2024's CRM Tasks. Watch the video now to learn more!