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Tasks & Task Management
Tasks & Task Management
Learn the ins and outs of tasks and how to manage your task list
+2
6 articles in this collection
Written by
Matt,
Aimee,
Rachel
and 2 others
How to Customize Email Notifications
Select which email notifications you want to receive from LeadSimple (or opt out of all).
Written by
Shannon
Updated over a week ago
Getting started in LeadSimple Guide:
You have accepted an account in LeadSimple, now what?
Written by
Rachel
Updated over a week ago
I accidentally completed or skipped a task - can I get it back?
Learn how to restore a task that's accidentally been skipped or marked as complete.
Written by
Shannon
Updated over a week ago
Can I Bulk Delete Tasks?
Learn how to clear old overdue tasks. Get a fresh start without having to manually complete them all!
Written by
Paullette
Updated over a week ago
Using Tasks
Learn how to create, manage and use tasks to improve your follow up.
Written by
Matt
Updated over a week ago
iCal Feed for Tasks
Learn how to connect your tasks in LeadSimple to your Google, Apple or Outlook calendar.
Written by
Aimee
Updated over a week ago