How to add a new task for an enquiry? : Help Desk

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Modified on: Thu, 9 Apr, 2020 at 4:27 PM

STEP 1: Click on Enquiry Tab

Click on Leads

Click on Lead Name (for whom you want to add a new task)

STEP 2: Click on Enquiry Tab in lead profile

It shows as below

We can also mention Date and Time for the task as shown in screenshot and click on Save once done.

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