Solar At Scale - Solar Closer Mastery
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Solar At Scale - Solar Closer Mastery
Emails & SMS Messaging

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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. ​
Screenshot 2023-10-16 at 7.06.51 pm.png
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. ​
Screenshot 2023-10-16 at 7.08.41 pm.png
Click Save when you’re done.
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