LeadX Platform provides user a feature to add a Task or a Lead Task. The basic difference between Task and Lead Task is that Lead Task is always associated with a Lead, however, Task can be associated with a Lead or not.
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Parameter | Description | Role Access |
|---|---|---|
Task * | Description of the Task | Professional / Manager |
Deadline * | Task end date / deadline | Professional / Manager |
Lead Title | Select Lead from the drop-down, if present | Professional / Manager |
| Info |
|---|
* Mandatory Information |
Lead Task
Lead Task as a type of task which can be added by Lead Owner for a specific Lead
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