All Collections
Notes, Tasks, Appointments & Files
These articles will teach you how to add Notes, Tasks, Appointments &Files
Notes Restriction in Recruit CRM
Meeting Type Customization
Associate notes, call logs, tasks or meetings
Tasks and meetings + task queue
Scheduling Meetings
Adding notes and Customizing Note Type
Adding Call logs
Creating Tasks
Adding Files & Creating Folders
How to add collaborators on notes, call logs, tasks, and meetings