Creating Tasks

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How to create tasks

Navigate to the prospect’s lead page.

On the left side of the lead page is where you’ll find the Tasks. Click the + button to create a new task.

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Update the following details for the task:

Description - Brief description of what the task is.

Date & Time - The date & time the task needs to be completed.

Assigned User - Who will be completing the task.

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Click Save when you’re done.

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.