Edit me



You can create your task by following the given steps:

STEP-1: Click on Prospects → Lead → List Of Leads.

Select any one Lead and Right Click on it.

Select Add Task.

STEP-2: Fill Task Details.

STEP-3: Assign Task to User or team by selecting single or multiple entries from the list.

STEP-4: Click on Save button.

Note: You can Add Task from Opportunity, and Campaign using same above method.


Click on Activity → Tasks→ List All. The list of All Tasks will display.

Note: You can see List of Task assigned to you, assigned to your team and reviewed by you by selecting respective option.


You can edit Tasks by following the given steps:

STEP-1: Select the Task that you want to edit. Right click on it and select Edit Task.

STEP-2: Edit the details and click on Save button.