Ready to make the most of your TutterflyCRM Accounts? Here’s a stepwise guide to use emails, tasks and call logging through the Activity section.
Task
You have your daily to-do list here! If you are Admin, then you can assign tasks to Other users too. You will get due date, time limit and everything else for the task right here.
Call Logging
Take smart notes from your client calls with TutterflyCRM. Review it later for better sales pitches!
Send out emails quickly through the Email section. Choose from preset email templates and save your custom ones as well.
Next Task
Run through your daily to-do list fast through this Account. See the top six tasks pending everyday here!
Previous Task
Check back on a completed task with one click!
This is the final one! Access all email communication logs with a click!
