From the Home page you have a couple different options for adding a customer.
One is by clicking the “plus” sign in navigation, then selecting “New Task.”
The other way is by clicking on “Tasks” in the navigation and clicking on the “+ New Task” button. Using this option will relate the task to the Customer.
You can also add a task while viewing a customer record. The option is at the bottom of the Customer record:
Enter the details of the task and Assign it to yourself or other team members:
Tasks that are assigned to users will appear in the “My Tasks” window on the Home page.
