7.1.3_1 Add Related

Owned by Georgios Vasilakos (Unlicensed)
Last updated: May 16, 2023 by panagiota.gouliami (Unlicensed)
1 min read

In the Lead page and from the Actions menu, the user has the possibility to add related to the lead material, tasks and notes. 

This will be then available under the tab Related. 


New Task 

The user can add a task either for him self or assign the task to a colleague. The task depending on the selection, is displayed in the calendar as an activity. 



New Note 

A note can be also added to a Sales lead.Â