ServiceFolder

Task
How to create a task?
A task is an activity, that takes place at a specified time. To create a task for the lead, perform the following steps: 1. Click the Leads link in the main menu and choose Activities from the available links. 2. Fill in the necessary details. ...
What is a task?
To convert a lead to a customer certain functions have to be carried out. A task is an activity that needs to be performed at a specified time. For example, set up a meeting with the customer at a particular time. How to create a new task?

Task