As your lead volume grows, it can become increasingly difficult to keep track of who you need to do what with and when. Tasks help organize your sales activities and ensure that you follow up with every lead on time.

To create a specific task for a lead (not generated by one of your workflows), click into a lead record and click "Add Task" in the task section.

​Select the task type.

Select a date:

​Define a priority level:

Tasks can be categorized into four priority levels: from Priority 1, the highest, to Priority 3, the lowest. By default, tasks are created with no assigned priority, so make sure to update this setting as needed to stay organized.
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Choose a reminder:

(Task reminders are sent out via email, example below.)

By default, tasks are associated with the lead, not a specific user on the account. When the person the lead is assigned to changes, the task will be reassigned to the new assignee. You can assign the task to a specific user regardless of the lead's assignee. 

Click on the tasks tab in the left hand navigation to go to the tasks page. On the tasks page, tasks are organized by due date.

You can edit a task by clicking on the task description itself.

You can click the lead's name to enter that lead's record.

To skip a task, click the skip icon on the right.

To actually perform the task from this page, click the task icon on the right of the task, (Call, Email, SMS), to pull up the call, email, or text box. You can then perform or initiate the task, then move on to the next task on your list, while the system automatically tracks that call, email, or text for you.

Click on one of your pipelines in the sidebar to navigate to the lead list page.

Look at the the "Next Action" column to see the next upcoming tasks for each lead.

Sort the column by due date by clicking on the "Next Action" column title. Clicking on the date will take you to the lead record associated with that task.

Every day at 5 a.m., each LeadSimple user is sent a list of all the tasks due that day on leads assigned to them. Next to each task is a mail-to link or click-to-call link, depending on the type of task.

To mark a task as complete, click on the check box to the left of the task name. LeadSimple will record your completion in the lead's activity history.

If you accidentally check off a task, you can undo this by filtering your task list from "Upcoming" to "Completed" either on the Task list or in the Process/Pipeline that you were working in. The next step would be to search for the task in the "Completed" section. It's as simple as unchecking the box next to the task and it'll be moved back to the "Upcoming" task list.
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You can filter your tasks by assignee, whether they are upcoming or completed, and by task type (e.g., call, email, etc.) Just click the filter you want and select from the list of options.