Introduction
If you have any actions on a lead that needs to be followed up or completed by either yourself or a colleague, the easiest way is to complete a task.
How to assign a task against a lead
Step by Step
The actions to create a task on a lead are the same as other entities so please see the generic instructions linked below
What to try now?
Create a Task
Want to find out more?
Find out more with our handy guides!
