Tasks

‍How to Create Tasks:

‍On the left side of the leads profiles, you will see a button that says "add a new task." Click it to add a task description, set a date and time, and assign it to somebody on the team.

‍Caution:

If you assign a task to someone and set the date to “past”, they will receive a task notification immediately.

Pro Tips:

• If you don't add a description to your task, it will get saved as "follow-up." If you don't enter a date, it will get scheduled for today, and if you don't set a time, it will automatically be for 7 a.m.
• The person that is assigned a task will receive a notification (email or text) when the task is originally assigned.  They will then receive a second notification when the task is due.