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Help & Support Library (Lead Tasks)

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Manage Leads, Lead Tasks, Leads, Lead Customization, Adding Leads
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Tasks are a great way to prioritize and stay on top of what you need to accomplish, and remind you when it should be executed.

On Dashboard, you can view your Task Summary. This reminds you of what the task is...

Lead Tasks, Leads
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Tasks are essentially reminders. You can create a task and assign it to a lead (or multiple leads) or you can create a generic task that acts as a reminder to take action.

Lead Tasks, Leads
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Tasks are created in Leads > Task List or by clicking the All Tasks link in that module.
General, Lead Tasks
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