1. Lime CRM
  2. Get started
  3. Create a to do list

Create a to do list

  1. Open Lime CRM and go to the company tab.
  2. Find the company that the reminder relates to and open up that card.
  3. Click on the button tabĀ  called “To do” tab.
  4. Click on the green plus sign to create a new to-do task.
  5. Specify what to do using default activities or in free text, start and stop time.
  6. The task is automatically linked to the company. If you want, you can also link it to a specific deal.