Task

Tasks in field sales are vital for organizing and managing specific actions needed to advance sales opportunities. They help sales teams stay on track, ensure timely follow-ups, and provide structure to the sales process, allowing reps to focus on high-priority activities. Well-managed tasks improve productivity, enhance customer relationships, and increase the chances of closing deals by ensuring that no important actions are overlooked.

Here is a reference video:

 You can add task directly from the Leads section by following these steps:

From the menu click on Lead.

Next go to any lead and click on View from the the Action column.

Next go to the Task tab and click on Add New Task to create a task in a similar way for the selected lead.

You can also change the status of a task directly from the Action column by clicking on the Change Status icon as shown.