Creating Lead Tasks

This article shows how tasks keep users going back into leads and staying up to date with them. Every lead should have a future open task in it if it is not in a follow-up sequence.

To learn more about how to add tasks to a Lead check out the video below.

To begin search for the Lead you need to add a task to then on the right hand side you can find the “Task” section where you can add any task.

Enter the Task, Select the Due Date, Assigned User (optional), Required (yes or no), add Description. Click Create to save
Update Lead Status Change Date– This updates the color on the lead card identifying how long it has been in a status