Set a task on the lead
Set a task on a Lead
Initial search
This guide assumes you are in the Lead, if this is not the case please search for the lead (URL link) or create the Lead (url link) first
Click on the new task tab
Ensure activity tab is selected
Click on ‘new task’
Enter details of the task
Set the task due date
Assign it to someone
Create the Task
Confirm the details and then press “Save” to create the task.