Add lead tasks

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Create lead tasks to follow-up calls, emails, or meetings with your to progress on the lead.

    Vorbereitungen

    Role required: sales_agent

    Prozedur

    1. Navigate to List view and select Leads - All.
    2. From the Leads List window, select the lead you want to work with.
      • On the Leads- All page, select Create task.
      • Open the lead record, select the Tasks tab and select New to start a new lead task or select an existing lead task to make changes.
      To Create a lead, select New.
      Hinweis:

      Immediately after you create the lead, a message confirms that the lead was created. To continue working on the lead, select the link in the message.

    3. Fill in the fields in the Create task for lead form.
      Tabelle : 1. Create task for lead
      Field Description
      Short description Description about the lead task.
      State State of the lead task.
      Due date Date by which the lead task has to complete.
      Assigned to Name of the sales agent to whom this lead task is assigned.
    4. Select Create Task.
      This task is added to the lead.

    Nächste Maßnahme

    You can create appointments in your lead tasks. To learn more, see Create an appointment from Opportunity Management.