CRM tasks, school visits, demo classes and meetings

In MJX CRM, Tasks are the to-dos of your team (call back, send fee details, send brochure), and Meetings are the visits, demo classes and call-backs booked with an enquiry. Both can be linked to an enquiry (lead, for a business) and both show on CRM home and My work.

The Meetings menu row uses your organisation's word: School visits for a school, Campus visits for a college, Demo classes for coaching, tuition and institutes, and Meetings for a business.

#Tasks

#Views

Use Everyone (owner, admin) or My team (staff) and Mine to switch whose tasks you see. Staff see their own tasks, tasks they created, and the team's unassigned ones.

#How to add a task

1. Press + New task (or add one from an enquiry's page).
2. Pick What it is: Call, Send proposal, Send fee details (Send price details for a business), Send brochure, Book a school visit / Book a demo class / Book a meeting, or Other.
3. Under What needs doing, keep the suggested title or write your own, e.g. "Call Meena back about the fee".
4. Set Due — or use a quick time: In 1 hour, Today 12:00 pm, Today 5:00 pm, Tomorrow 10:00 am.
5. Choose Priority: Normal or ❗ High.
6. Under Give it to, pick a person, or Nobody yet (team).
7. Add Details (optional) and press Save.

#Rules

Some tasks are made for you: a missed call on a missed-call number makes a high-priority call-back task due in 30 minutes, and a no-show makes a "Rebook" task.

#Meetings, visits and demo classes

(The row reads School visits, Campus visits, Demo classes or Meetings.)

#How to book a meeting on an enquiry

1. Open the enquiry and press the booking button (for example Book a school visit or Book a demo class).
2. In Book a meeting, pick the kind: 🏫 Visit, 🎓 Demo class or 📞 Call-back.
3. Set When and How long (15 min, 30 min, 45 min, 1 hour, 1½ hours).
4. Choose In person or Online. For online, pick Make a Google Meet link, Use your saved link or Paste a link.
5. Owner and admin: choose With — Me or Nobody yet.
6. Add a Note (optional), e.g. "Bring last year's marksheet", and press Book.

If another meeting is already booked at that time, you see "Another meeting is already booked at that time (1). Book anyway?" — press Book anyway to keep both.

#The Meetings page

Each meeting card has:

#Rules

#Who can use it?

Tasks and meetings are part of MJX CRM on every plan. Anyone with access to the CRM can use them for the enquiries they can see.

#Tips

• Give every open enquiry one task with a due time, so nothing waits without an owner.
• Send the reminder the evening before a visit — fewer families forget.
• Check Past each week for meetings still marked "booked" and mark how they went.
• See everything due today in one list on My work.

#Questions people ask