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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

  1. Scroll to the time line section on the form
  2. Click on the plus icon
  3. Select Task

Want to find out more?

Find out more about how to assign a task against an Account with our handy guides!
 

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