How to Assign a Custom Task

Step 1 - Find a specific lead you want to create a task for.

Step 2 - Click Open on the left next to the lead.

Step 3 - Click the Tasks tab at the top

Step 4 - Click the blue Add Task button on the right

Step 5 - Enter the following information:

• Task Summary - A short summary of the task
• Task Details - In-depth details about the task
• Who should complete the task? Select user to receive the task
• When should the task be assigned? Date and time
• Task type - Mailing, Action/Administrative, or Contact/Follow Up
• Send reminder email for the task? Yes/No if you want to send a reminder email to the person the task is assigned to

 Step 6 - Click the Save Changes button