To add a task for a specific lead in NOVA CRM, follow these steps:
Go to the People tab.
Search for the specific lead you want to add a task for.
Click on that lead to open the lead details page.
On the right side, locate the Tasks and Appointments section.
Click on Tasks.
Click on Add Task.
Fill in the task details:
Enter the Task Name.
Select the Task Type.
Add the Date and Time.
Click on Create New Task to save.
This will help you keep track of tasks associated with your leads, ensuring timely follow-ups and management of your workflow.
For any queries, you can reach out to us at [email protected] or call us at our support toll-free number +1 844 644 0023.