How to Use YaalaGo CRM

How to Use YaalaGo CRM

Tasks

Manage Tasks in YaalaGo

Organize and filter tasks effectively in YaalaGo platform.

Staying organized starts with finding what you need fast. Use the filters to sort tasks by upcoming, current, or past — or narrow things down by agent or keyword search to jump straight to what matters.

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When you're ready to create a task, connect it to the right context by selecting your agency and linking it to a flight. From there, assign it to an agent, choose the task type, and set a deadline so nothing slips through the cracks.

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If something needs immediate attention, mark it as urgent and trigger a confirmation email as a built-in reminder.

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You can also tag the relevant employee and add a description to give them everything they need to act on.

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Once everything looks good, hit submit — and you're done.

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Staying on top of tasks will help you remain organized and efficient.

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