Task

Tasks are to-do items that you can create for your leads. From the Lead page, locate the lead you wish to create a task for. Click the lead to open it, the detail lead page will open, and click the Task tab. A Create Task modal will appear.

Click the 'Add Task' button when finished and you can see the task created in the Timeline tab. To view task details, edit tasks, start tasks, delete tasks, add comments on tasks, or other problems, you can click the task name on the timeline tab. To see detailed information about a task, you can see it on the 'Task Management' page.

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