Tag Archive for: Task

Manage Tasks for Users

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1. Feature Overview From the list of Appointment and To-do tasks configured by Admins, Sales Users can add relevant tasks directly to leads and opportunities. You can add tasks from several pages in LeadSquared, including the Manage Leads, Opportunity Details, Tasks, and Activities pages. After users add the tasks, they work toward resolving them. This […]

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Manage Tasks for Admins

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1. Feature Overview This article explains how to configure and use different task types in LeadSquared. You’ll also learn how to create custom task types based on your business needs. For example, you can add a “Collect KYC Documents” task to a lead or an “Inspect Vehicle for Motor Insurance” task to an opportunity. You […]

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