Kaspr understands the importance of seamlessly integrating task management into your workflow. This step-by-step guide illuminates the pathways to efficiently create and assign tasks, ensuring no lead is left unattended.
Assign a task in quick view
Step 1: Go to the Leads page and select a lead to act on.
Step 2: Click on Quick view
Step 3: On the quick view click on Add task
Step 4: When the window opens, give your task a name.
Step 5: Assign a task owner.
Step 6: Define a due date and time.
Step 7: Click on Create
Assign a task from the task page
Step 1: Go to the Tasks page
Step 2: Click on Create a task
Step 3: Select a lead to assign the task
Step 4: When the window opens, give your task a name.
Step 5: Assign a task owner.
Step 6: Define a due date and time.
Step 7: Click on Create
Step 8: Find your new task at the top of your tasks list.
