This job aid is designed to guide team members through the standardized process of logging communications and assigning tasks in LMN. By following these steps, users can ensure all client interactions and tasks are properly recorded, facilitating clear communication, task tracking, and efficient workflow.
Steps to Record Communication & Manage To-Dos in LMN
Step 1: Access LMN CRM
- Log into your LMN account using your credentials.
- Navigate to the CRM tab from the main dashboard.
Step 2: Find the Contact
- Click Contacts.
- Search for the person who contacted us by call or email.
- Open their profile.
Step 3: Add a Communication Note
- Click Communication History
- Then New Communication Note.
- Select the Type of communication (call, email, etc.).
- Set the Date and Time.
- Write a note summarizing the discussion.
- Click Save to record the communication.
Step 4: Assign a Task in To-Dos
- Go to To-Dos in LMN.
- Click New Request.
- Fill in all required information.
- Assign the task to the appropriate team member, such as an estimator.
- Click OK to save. LMN will automatically notify the assignee via email.
Following these steps ensures that all communications and tasks are properly tracked in LMN. This helps maintain organized records, clear communication between teams, and efficient task management.
Why Communication & To-Do’s Matter in LMN
Consistently logging communication and assigning To-Do’s in LMN keeps everyone working from the same source of truth. When calls, emails, and follow-ups are documented, teams don’t have to rely on memory or side conversations to understand what was discussed or what needs to happen next.
Using Communication Notes creates a clear history of client interactions, which helps prevent missed details, repeated questions, or conflicting information. Assigning tasks through To-Do’s ensures accountability, timely follow-ups, and smoother handoffs between sales, estimating, and operations.
When communication and tasks are tracked in one system, teams respond faster, mistakes drop, and workflows stay organized. Over time, this leads to better client experiences, fewer delays, and stronger internal coordination across the business.
Download a PDF version of the job aide here.
