Tasks in Lead Workspace

In the back-end menu, go to CRM  › Leads

Select the desired customer and go to Tasks. 

You can add comments to the Tasks.

Assign users to the Task. You can only assign users that are assigned to the lead. ( To assign a user to the lead just go to CRM  › Leads  › Users Assigned )

You can add a due date for the Task.

Add a priority to the Task. You have blue which is a low priority, orange is a medium priority and red is a high priority. 





And you can also add an attachment.

Once you write down your task and add any of the other options, click on the blue Add Task.

If you have unfinished tasks, you’ll see a red number next to Tasks, the number depends on the number of unfinished tasks. You’ll be able to see that red number as well on the Leads Dashboard next to the customers number or name.

Select the task to make changes or delete the task. Once you’re done with the changes click on Save.





If you’ve added a comment under your task, you can check it by clicking on View More.





To complete the task, just click on the circle to Mark as Complete.





And it will be moved under the Completed tasks.