CRM & relationships

Assign a CRM follow-up task

Give a commercial action an owner, priority and deadline.

3 min readBased on the installed interface · 5 November 2026Application interface · Romanian

Before you begin

CRM edit permission.

Who it is for: company user with module permission
Where to find it: Task-uri CRM

Assign a CRM follow-up task · Application interface · Romanian

Step by step

Open Task-uri CRM

Select the relevant company or account, then open «Task-uri CRM».

Describe the task

Fill «Task» and choose «Termen» and «Prioritate».

Assign and link it

Select the responsible user and the customer, lead or opportunity; add notes.

Create the task

Select «Creeaza task».

Check the task list

Confirm the deadline, owner and status in the CRM task register.

Check the result

An assigned follow-up task with a visible due date.

If something is missing

If editing is disabled, check the active company and your permission for this module. Resolve the validation message shown in the form before submitting again.

Availability depends on your role, enabled modules, country and company configuration.

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