Utilizing Filters in Tasks for Your Pest AI CRM | Pest AI

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Utilizing Filters in Tasks for Your Pest AI CRM

Learn how to effectively use filters in the Task module to streamline your workflow, enhance task visibility, and improve productivity in your Pest AI system.

1. Start by selecting the Tasks

1 Click here.

2. choose the Contact filter to tailor your search.

2 Click on "Contact".

3. Next, select the "Assignee" filter to view assigned contacts.

3 Upload

4. Now, select the "Status" filter to further narrow down tasks, such as pending, completed, and more.

4 After, click on "Status".

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