Add lead tasks

Create lead tasks to follow-up calls, emails, or meetings with your to progress on the lead.

Before you begin

Role required: sales_agent

Procedure

1. Navigate to List view

1. From the Leads List window, select the lead you want to work with.

   • On the Leads- All page, select Create task.
   • Open the lead record, select the Tasks tab and select New to start a new lead task or select an existing lead task to make changes. To Create a lead, select New.

   Note:

   Immediately after you create the lead, a message confirms that the lead was created. To continue working on the lead, select the link in the message.

2. On the Create New Lead Task form, fill in the fields.

   For a description of the field values, see Create new lead task form.

3. Select Create Task.

   This task is added to the lead.

What to do next

You can create appointments in your lead tasks. To learn more, see Create an appointment from Opportunity Management.

• Create appointments for lead tasks
  Create appointments with your stakeholders to conduct business discussions for your lead.

Parent Topic:Using Lead Management

Related topics

Install and configure Lead Management

Lead Management