Tasks
Create tasks from guest profiles.
You can now create tasks directly from customer or business profiles, so the work item carries the right context when a teammate picks it up. Whether it is a follow-up call after a complaint or a wholesale order check-in, the task stays linked to the record it belongs to.
The Activities tab on profiles shows related tasks alongside orders and messages, giving floor staff and account managers one timeline instead of hunting through separate tools.
From a profile, open Activities and add a task, or go to Tasks, create a new item, and link the customer or business record in the task form.
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