4: Tasks in LeadSimple

Learn how to find your tasks and complete them in LeadSimple.

JP avatar
Written by JP
Updated over a week ago
  • Enhanced User Display: Now, easily access instructions using the "Show Instructions" icon and seamlessly navigate to the task’s process through the "View Process" icon.

Points to Remember:

  • You can find all your tasks compiled into one place on your tasks page. You can complete tasks directly on the tasks page or click through to the lead or process the task is connected to.

  • You can filter your tasks by pipelines and processes or by task types, including call, email, to-do, text, meeting, process, or stage change.

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