Support Center

Creating a todo for a lead

Last Updated: Jan 15, 2014 10:19AM IST
Todos ensure that you never miss out on a necessary action that needs to be performed on the lead. The todo's created for a lead also shows up in the My Todo List of the user assigned to the lead.

To create todo's for a lead click on the lead in the pipeline.



Click on the menu item Todos from the lead details page. Enter the details of the Todo text and select the type of Todo from the dropdown. You may also optionally enter a date and time for the Todo. Click on the Create button when you are done. 




The number of todos created for a lead is also displayed on the lead in the pipeline.

It is displayed in the format - X of Y, where X indicates the number of Todos completed and Y indicates the total number of Todos created for the lead.


 
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