How Can I Add a Task for a Particular Lead?
27th Mar, 2023
How Can I Add a Task for a Particular Lead?
Just go to a particular lead and click on “Tasks&Appts” tab, then from there you’ll see the option to add a task.
Step by Step Guide:
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.
For a General Business Task:
- Enter a task name, such as “Pull Marketing List.”
- Choose a task type (e.g., Marketing) for filtering purposes.
- Provide task details, such as logging into a specific platform and pulling a code violation list.
- Assign the task to a team member or yourself.
- Set the task’s due date and time.
- Add a reminder if desired, specifying when you want to be reminded (e.g., 2 hours before the task is due).
- Click “Create Task” to save.
For a Lead Specific Task:
- Click on “Add Tasks” and select “Lead Task.”
- Search for the specific lead you want to add the task to.
- Enter the task information as you would for a General Business Task.
- Click “Create Task” to save.
4. Alternatively, to add a task within a specific lead:
- Go to the specific lead and click on it.
- Navigate to the “Tasks and Appointments” tab.
- Click on “Add Task.”
- Choose whether to add a General Business Task or a task related to the specific lead.
- Enter the task information as you would for a General Business Task.
- Click “Create Task” to save.
The newly created task will now appear in your task list.
