Lead Record: Tasks Box

Modified on Tue, 27 Sep 2022 at 10:35 AM

Lead Record:  Tasks Box


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  1. Click Plus button: Adds a task to the lead file.

  2. Arrow: Exports the tasks.

  3. Search: Looks for tasks for a selected time frame.

  4. Eyeball: Displays active and inactive tasks.

  5. Click the pencil to edit the task.

  6. This icon notates that it is a recurring task.

  7. Click this box to mark the task complete.

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