Tasks

• From a lead: Open the lead → go to the Tasks section (or “Schedule follow-up” / “Add task”). Create a task with title and due date. • From Tasks: CRM → Tasks → Create task. Optionally link it to a lead.

Set due date and assignee if you use them. The task appears in your task list and on the lead.

When creating or editing a task, use the “Assign to” field to choose a team member. Assigned tasks show on that person’s task list and dashboard (if the app shows “my tasks”).

CRM → Tasks shows the task list. You can filter by assignee, due date, or lead. The dashboard may also show overdue or today’s tasks. On a lead’s page, the Tasks section (or activity) shows tasks linked to that lead.

Tasks with a due date can trigger reminders (in-app or email, depending on settings). Overdue tasks often appear in the task list and on the dashboard. Set the due date when creating the task; configure reminder behavior in Settings if the option is available.

Next follow-up date: One date per lead, used for the follow-up queue (“call back by this date”). Set on the lead detail page. Task: A specific to-do (e.g. “Send proposal,” “Call back”) with optional due date and assignee. You can have multiple tasks per lead. Both help you avoid missing follow-ups.

CRM then Tasks. You see a list of tasks; create new ones from this page or from a lead detail page. The dashboard may show overdue or today's tasks.

1. Go to CRM then Tasks (or open a lead and use the task section). 2. Create a task: add title, due date, and optionally assign to someone and link to a lead. 3. Save. 4. When done, mark it complete. 5. View tasks by date or assignee using filters.

Set a due date on every follow-up task. Assign tasks so the right person sees them. Link tasks to leads when the to-do is about that lead. Review the task list daily.

Leads, Dashboard (follow-up queue), Automations (create tasks from workflows).