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