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

Add a "Task" to a Lead

To add a task to a lead, follow this guide.

1. Click on "Lead & Deals" in the main left menu

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2. Select the lead by clicking on it

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3. Click on “Activities” or on the menu with the 3 dots and select "+Add Task" or “Create Task”

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4. Add your task with the necessary information and options.

Learn more about adding tasks.

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