Q: Download and install Apps

To download &amp; install the Mobile App for Automate Task check the links below: Android App👉 https://play.google.com/store/apps/details?id=com.automatebusiness.businessworkspace iOS App👉 https://apps.apple.com/in/app/automate-team/id6526486936 To download &amp; install the Mobile App for Automate Sales CRM check the links below: Android App👉 https://play.google.com/store/apps/details?id=com.automatebusiness.automatecrm iOS App👉 https://apps.apple.com/in/app/automate-sales-crm/id6689505375

Q: How to refer our apps and earn commission it?

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Q: Create account & sign up

To start your automation journey, Click on this link https://tasks.automatebusiness.com/signup &amp; create your account. <img src="https://storage.crisp.chat/users/helpdesk/website/6b4c78051e742000/sign_e5v9qw.gif" alt="" />

Question 1

Download and install Apps

Accepted Answer

To download & install the Mobile App for Automate Task check the links below:

Android App👉 https://play.google.com/store/apps/details?id=com.automatebusiness.businessworkspace

iOS App👉 https://apps.apple.com/in/app/automate-team/id6526486936

To download & install the Mobile App for Automate Sales CRM check the links below:

Android App👉 https://play.google.com/store/apps/details?id=com.automatebusiness.automatecrm

iOS App👉 https://apps.apple.com/in/app/automate-sales-crm/id6689505375

Question 2

How to refer our apps and earn commission it?

Accepted Answer

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Click here to refer and earn!

Question 3

Create account & sign up

Accepted Answer

To start your automation journey, Click on this link https://tasks.automatebusiness.com/signup & create your account.

Question 4

Email showing already exists

Accepted Answer

Not Able to add employee email ID showing error “Email already exists, please use another email ID”?

Solution:

This error shows when an employee creates his own Admin account by signing up at https://tasks.automatebusiness.com/. In such a case, you get this error so you can raise the ticket to us from the task app itself. To raise the ticket click on the question mark icon(?) and go to the raise a ticket.

Question 5

Not receiving daily task reminders ?

Accepted Answer

| Solution:

If you are not receiving the daily reminder, please check whether you have set it up

Go to the setting icon, and under task app settings, select notifications & reminders.
Under reminders, you can set the daily reminder timing by clicking the clock symbol.
By toggling off and on WhatsApp and email reminders, you can stop/start sending reminders.
At last, click on save.

Question 6

How to Create Roles and Permissions in the CRM App ?

Accepted Answer

| SOLUTION:

Click on the settings icon on the left-hand side > roles & permissions.
Click on the + icon and enter the name of the role that you are creating.
Select the lead access from the drop down menu which you want to give.
Define the permissions of all the pages by clicking the tickbox for those pages and permission which you want to give to the user.
Similarly, go to the features tab and define the permissions there.
After filling out all the details, you can click on the + icon, and the role will be created.

|| Here is the video tutorial:

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