1. In the project information on the right, click the “Person in charge” dropdown to change the person responsible for the project. 2. Click the “Status” dropdown and update the status to reflect the current progress. 3. Enter a processing record in “Internal notes”, then click “Submit”. Notes are visible only to colleagues in your company. 4. To record a phone conversation, click “Log a call”.
V5 新桌面版|PO SIM–DL–PO–F0040–1013