Complete a Task
Tasks may be completed from either the Tasks Tab, or from within the Lead Detail. In either instance, the process is the same:
On this page
| Completing a Task |
Tasks may be completed from either the Tasks Tab, or from within the Lead Detail. In either instance, the process is the same:
To complete a Task, simply click the green checkbox icon next to the Task name. You will also be able to enter an optional comment related to the task at this time. Click the "Complete" button to complete the task, or click "Cancel" to cancel the process.
From the Lead Detail:
From The Tasks Tab:
Completing the Task and adding a Comment from the Tasks Tab: