NeetoCRM Help Center
  • NeetoCRM
NeetoCRM Help Center
  • NeetoCRM

    • What is a lead?
    • What is a deal?
    • What is a contact?
    • Leads vs Deals
    • Convert lead to deal
    • Import leads through CSV/Excel file
    • Import contacts through CSV/Excel file
    • Capturing leads using neetoForm
    • New label on leads and deals
    • Re-engaged leads
    • No activity on lead/deal for X days
    • Pipeline and stage management
    • Pipeline and stages view for deals
    • Add products on deal
    • Deal's value
    • Bulk actions on leads and deals
    • Won/Lost deal
    • Lead, deals and contacts export
    • Welcome to neetoCRM
    • What is a product?
    • Pricing in products
    • Tasks details
    • Bulk actions on tasks
    • Overdue tasks
    • Task notifications
    • Calendar view for tasks
    • Lead/Deal BCC email
    • Workspace BCC email
    • Sync mails
    • Visibility of sync mails
    • Create a lead or deal from an email
    • Email templates
    • Sending an email
    • User score functionality
    • Taxonomy
    • Enable/Disable features
    • Custom fields
    • Automation rules
    • Audit logs
    • NeetoCRM WhatsApp Integration
    • WhatsApp Business onboarding guidelines and usage
    • Zapier integration
    • Adding new team member
    • Managing team members
    • Managing team member role
    • Editing team member details
    • Custom domain
    • Cloudflare Subdomain setup
    • Namecheap Subdomain setup
    • Hostinger subdomain setup
    • DigitalOcean subdomain setup
    • GoDaddy subdomain setup
    • Squarespace subdomain setup
    • Wix subdomain setup
    • Porkbun subdomain setup
    • Network Solutions subdomain setup
    • AWS Route 53 subdomain setup
    • Cloudflare root domain setup
    • Namecheap root domain setup
    • Hostinger root domain setup
    • DigitalOcean root domain setup
    • GoDaddy root domain setup
    • Squarespace root domain setup
    • Wix root domain setup
    • Porkbun root domain setup
    • Network Solutions root domain setup
    • AWS Route 53 root domain setup
    • API Keys
    • Changing time zone
    • Adding an individual IP to allowed IP range
    • Creating webhooks
    • Managing webhook deliveries
    • Securing Webhook Requests
    • Rate limits to prevent spam
    • Changing favicon
    • Changing subdomain
    • Deleting workspace
    • Adding another workspace
    • Enabling products
    • Changing email address
    • Changing workspace name
NeetoKB Made with NeetoKB
    • What is a lead?
    • What is a deal?
    • What is a contact?
    • Leads vs Deals
    • Convert lead to deal
    • Import leads through CSV/Excel file
    • Import contacts through CSV/Excel file
    • Capturing leads using neetoForm
    • New label on leads and deals
    • Re-engaged leads
    • No activity on lead/deal for X days
    • Pipeline and stage management
    • Pipeline and stages view for deals
    • Add products on deal
    • Deal's value
    • Bulk actions on leads and deals
    • Won/Lost deal
    • Lead, deals and contacts export
    • Welcome to neetoCRM
    • What is a product?
    • Pricing in products
    • Tasks details
    • Bulk actions on tasks
    • Overdue tasks
    • Task notifications
    • Calendar view for tasks
    • Lead/Deal BCC email
    • Workspace BCC email
    • Sync mails
    • Visibility of sync mails
    • Create a lead or deal from an email
    • Email templates
    • Sending an email
    • User score functionality
    • Taxonomy
    • Enable/Disable features
    • Custom fields
    • Automation rules
    • Audit logs
    • NeetoCRM WhatsApp Integration
    • WhatsApp Business onboarding guidelines and usage
    • Zapier integration
    • Adding new team member
    • Managing team members
    • Managing team member role
    • Editing team member details
    • Custom domain
    • Cloudflare Subdomain setup
    • Namecheap Subdomain setup
    • Hostinger subdomain setup
    • DigitalOcean subdomain setup
    • GoDaddy subdomain setup
    • Squarespace subdomain setup
    • Wix subdomain setup
    • Porkbun subdomain setup
    • Network Solutions subdomain setup
    • AWS Route 53 subdomain setup
    • Cloudflare root domain setup
    • Namecheap root domain setup
    • Hostinger root domain setup
    • DigitalOcean root domain setup
    • GoDaddy root domain setup
    • Squarespace root domain setup
    • Wix root domain setup
    • Porkbun root domain setup
    • Network Solutions root domain setup
    • AWS Route 53 root domain setup
    • API Keys
    • Changing time zone
    • Adding an individual IP to allowed IP range
    • Creating webhooks
    • Managing webhook deliveries
    • Securing Webhook Requests
    • Rate limits to prevent spam
    • Changing favicon
    • Changing subdomain
    • Deleting workspace
    • Adding another workspace
    • Enabling products
    • Changing email address
    • Changing workspace name
NeetoKB Made with NeetoKB
  • /

Tasks

Tasks details Bulk actions on tasks Overdue tasks Task notifications Calendar view for tasks
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