How to add Todos in Payfunnels?

You can now create a To-do list in your Payfunnels account under the ‘Todos’ section.

• To add a To-do list, go to the ‘Todos’ section and click on the ‘Create’ button, on the right corner. Below is the screenshot.

• Enter a To-do title and description then create tags according to your needs, select the due date, and click ‘Add’. Below is the screenshot.

• You can also create and assign ‘Todos’ to your customers by clicking on ‘Customer Todos’.

• Under Customer Todos, select the customer for which you want to create todo, select the status, and click on the create button.

• You can see, the new todo is created for the selected customer.

• Your customer can add notes by opening that assigned Todo and you can view those notes as well.

Please email us at support@payfunnels.com if you have any queries and we’ll be happy to help.