Managing tasks on the lead activity page is simple:
1. Click on the People tab
2. Select the particular lead
3. Look for the Tasks option on the upper left side
4. Under Tasks, you can view your open tasks
5. To create a new task:
● Click on Add Task
● Fill in the task name
● Select the task type
● Enter the date and time
● Click on 'Create New Task'
For any questions, you can reach out to us at [email protected] or call us at our support toll-free number +1 844 644 0023.