Operation 1
Create a task
Put the next action on the lead or customer.
- 1
Open the lead or contact.
- 2
Choose New task.
- 3
Write what needs to happen.
- 4
Set a due date and an owner.
- 5
Save. It appears on the record and the task list.
Operation 2
Update a task
Change the due date or owner when plans shift.
- 1
Open the task from the record or Tasks.
- 2
Edit the due date, owner or notes.
- 3
Save so the list stays honest.
Operation 3
Complete a task
Mark it done so the timeline shows the work.
- 1
Open the task.
- 2
Mark it complete.
- 3
Add a short note if someone else will pick up next.