All Categories Lead Module (CRM) Add a "Task" to a Deal

Add a "Task" to a Deal

To add a task to a lead follow this guide

Learn more about Tasks

1. Select the lead

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2. Click on "Add Task"

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3. Create a "Task Name"

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4. Select a type of note

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5. Select a "Task Stage"

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6. Select a "Due Date" (Optional)

If a due date is selected and the task has not been marked as "Completed" by that date, a notification will be displayed to the user in the notification bell.

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7. Click on "Add Task"

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