Get to know the basics with a few helpful tips and tricks along the way!


How Do I Create A Task?

Need a reminder so you don't forget?

Creating a Task is a great way to organize your follow-up process. This article will guide you through the steps to create a Task for an individual lead. 

How to Create a Task

STEP 1:  Click on your lead's name.

STEP 2:  Select the New Task tab at the top of the actions box.


STEP 3:  Click on the date to set the Task due date.


STEP 4:  Click on the time to set Task due time.


STEP 5:  Add your reminder description or notes into the Click to add task field.


STEP 6:  Select your reminder time from the Choose a Reminder drop-down.


STEP 7:  Click the Create Task button.


Once the Task is created, the BoldLeads system will automatically send you a text and email notification at the time you set. The Task notification will also be added to the Lead's Timeline as well as the left-hand column, below the captured information.

IMPORTANT!  If you don't select a reminder time when creating the task, a reminder notification will not be sent.




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