In Kommo there are two kinds of lists that are already here once you first register for Kommo. These are pre-created lists, there can also be custom ones.
For pre-created lists, it’s Contact, Companies and All contact and Companies. These have all of your contacts and companies listed separately, or together. These are simple lists that will keep your Kommo account organized.
There is an additional feature for these lists which is called “Business Processes.” To open these settings, click on three dot menu, in contacts or company lists, and a settings window will open.
This feature automates the creation of tasks for both company or contacts created within your Kommo account. To begin, click on “Add process.”
Here you’ll be able to choose whether you want tasks to be automatically created when a contact is added. You’ll be able to select when the task is due, the type of task, who the task is responsible for, and comments for the task. Once you’re done, just click and save. Simple as that.
