Tasks - Create and manage Daily Tasks
  • Ability to assign a Task to multiple employees.
  • Associate a Client with the Task
  • Tasks can be automatically generated by AutoClick.com and assigned to a salesperson using the SymeronX Follow-up Engine.
Schedule - Create Appointments for yourself or other employees.
 
  • Ability to assign a Schedule to an employee.
  • Associate a Client with a Schedule
  • Schedules can be automatically generated by AutoClick.com