Task Management
Add Task Feature
Last updated
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Add Task Feature
Last updated
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With the help of add task feature you can set reminders as per your requirements.
Steps to be followed to use this feature are -
1. Go to leads, open any of the lead for which you want to add reminder and click on Add Task Button.
2. Enter the required details like Task name, task note, date and time etc. You can also choose the Priority as well and save.
3. Once you save the task, it will reflect on the home page of the dashboard. You can edit, delete and add a new task from Home page as well.
