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Using Shared Task Folders

Add Shared Task folders to track and monitor tasks to completion
Shared Task folders give management the ability to be able to see other colleagues' tasks and track them to their completion. Please click here to ...
Mon, 18 Jan, 2021 at 2:50 AM
Can I view ALL Shared Task Folders if I am an Admin User?
Yes, if you are the Key Account Holder or an Admin user of your CRM account then yes you will be able to see all Shared Task folders as well as all the ...
Mon, 18 Jan, 2021 at 2:52 AM
I can see ALL task folders but other CRM users can only see certain ones, why?
This is because you created all the task folders so you are the owner and you can see them all or you are either the Key Account Holder or an Admin u...
Mon, 18 Jan, 2021 at 2:53 AM