How to create a task and assign a user for a lead?

Created by Binita Goswami, Modified on Fri, 20 Sep at 12:47 PM by Binita Goswami

  • Forth tab of a lead view is Tasks to view or add task


             

  • Tap on Add task to open a task create popup

  • This form contains start and end date, User drop down to assign task to user, Company dropdown to tag the company, title and notes

  • After scrolling you will find the Task Status dropdown, Contact type dropdown

  • At Related To dropdown, you can select any other lead to tag as related

  • Select the opportunity from dropdown to tag with opportunity name

  • Below it has two checkboxes to show the task in calendar and another is to enable a reminder

Tap on submit button to save the task

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