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March 27, 2023 By Sharad Mehta Comments are Off
Just go to a particular lead and click on “Tasks&Appts” tab, then from there you’ll see the option to add a task.
1. Log in to your REsimpli account.
2. To add a task from the main dashboard, click on the “Add Task” button.
3. Choose whether you want to add a General Business Task or a Lead Specific Task.
4. Alternatively, to add a task within a specific lead:
The newly created task will now appear in your task list.
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