Why assign a task against an Account?
If you have outstanding actions on a lead that needs to be followed up by either yourself or a colleague, the easiest way to organise this is to complete a task against an Account.
How to assign a task against an Account
The actions to create a task on an Account are the same as other entities so please see the generic instructions linked below
- Scroll to the time line section on the form
- Click on the plus icon
- Select Task
Want to find out more?
Find out more about how to assign a task against an Account with our handy guides!