Modelo de tarefa dentro do CRM
![](https://docs.sprinthub.com/~gitbook/image?url=https%3A%2F%2F3534414179-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F9FzUKkagBNy5uQ7AtGNa%252Fuploads%252FY99Dg9c0sq9Rva67fboF%252Fimage.png%3Falt%3Dmedia%26token%3Db2b20a3d-4510-4630-a6da-6f31dc95377f&width=768&dpr=4&quality=100&sign=d8f30dca&sv=1)
Para criar um novo modelo de Tarefa siga o passo a passo:
No menu clique em 'Geral' e em seguida em 'CRM Gestão de vendas';
![](https://docs.sprinthub.com/~gitbook/image?url=https%3A%2F%2F3534414179-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F9FzUKkagBNy5uQ7AtGNa%252Fuploads%252FEgC03SMXrifjyv4ESjej%252Fimage.png%3Falt%3Dmedia%26token%3D62191ce2-2532-4d69-ad60-20edd3e82be8&width=768&dpr=4&quality=100&sign=a4dc14f1&sv=1)
Em seguida clique nas 'Configurações do CRM';
![](https://docs.sprinthub.com/~gitbook/image?url=https%3A%2F%2F3534414179-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F9FzUKkagBNy5uQ7AtGNa%252Fuploads%252FYbZlQQASmZy27rp3Xofb%252Fimage.png%3Falt%3Dmedia%26token%3D7d8ced2f-3abe-45e7-a5aa-d40fd8c21ef3&width=768&dpr=4&quality=100&sign=8eb91c4e&sv=1)
Clique em 'Tipos de tarefas';
![](https://docs.sprinthub.com/~gitbook/image?url=https%3A%2F%2F3534414179-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F9FzUKkagBNy5uQ7AtGNa%252Fuploads%252FApbPvLL1UaALKBr6sIlY%252Fimage.png%3Falt%3Dmedia%26token%3Dfab72d99-f25d-4848-a92e-3309cb2fee18&width=768&dpr=4&quality=100&sign=cef4641d&sv=1)
Em seguida clique em 'Criar tipo';
![](https://docs.sprinthub.com/~gitbook/image?url=https%3A%2F%2F3534414179-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F9FzUKkagBNy5uQ7AtGNa%252Fuploads%252FoqrWQp0U0uhrUWPPnHPV%252Fimage.png%3Falt%3Dmedia%26token%3D5e2d3797-cc2b-4733-b210-f2268628b522&width=768&dpr=4&quality=100&sign=aa31d47c&sv=1)
Defina o nome do novo tipo de tarefa. Ex: Ligação, reunião, etc. Em seguida clique em 'Salvar';
![](https://docs.sprinthub.com/~gitbook/image?url=https%3A%2F%2F3534414179-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F9FzUKkagBNy5uQ7AtGNa%252Fuploads%252Fkmqjs6WnP8VqP1V1FuYr%252Fimage.png%3Falt%3Dmedia%26token%3D2f51578a-8445-4279-8758-368ab94d1f53&width=768&dpr=4&quality=100&sign=827dbe47&sv=1)
Após salvar seu novo tipo de tarefa, voce poderá visualizar as tarefas criadas, editar e excluir se preferir, além de ver a data de criação.
![](https://docs.sprinthub.com/~gitbook/image?url=https%3A%2F%2F3534414179-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F9FzUKkagBNy5uQ7AtGNa%252Fuploads%252F9NSyrJCuRVduRa4itMRv%252Fimage.png%3Falt%3Dmedia%26token%3D13684c50-f110-413f-af9c-3f01c42e995a&width=768&dpr=4&quality=100&sign=a6498519&sv=1)
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