TASK

Create

You can create your task by following the given steps:

STEP-1: Click on Prospects -> Leads.

Select any one Lead and Right Click on it -> View Lead.

Click on Button Action and click on Add Sales Task.

STEP-2: Fill Task Details.

STEP-3: Click on Assignment tab to Assign Task to User or team by selecting single or multiple entries from the list.

STEP-4: Click on Save button.

Note: You can Add Task from Opportunity, and Campaign using same above method.

List

Click on Activity -> Tasks. The list of Tasks will display.

Note: You can see List of Task assigned to you, assigned to your team and reviewed by you by selecting respective option.

Edit

You can edit Tasks by following the given steps:

STEP-1: Select the Task that you want to edit. Right click on it and select Edit Task.

STEP-2: Edit the details and click on Save button.