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InfoFlo CRM Knowledge Base

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Customizing Tasks

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  1. From the InfoFlo interface, click 'Settings' -> click 'Preferences' to open the Preference Settings window.

  2. 'Task' Select Task from the List.


  3. Under 'Task' Customize each of the following :
    • Types
    • Status
    • Priority

    4. Tasks1.1

  4. Click 'Apply' to apply the changes or 'OK' to apply the changes and close the window.