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Adding tasks to a lead

To help you easily remember your tasks, iVvy has an inbuilt tasking system.

Tasks can be linked to Contacts, Companies and your Leads. This makes it easy for you to organise your time. In addition to this, you can allocate and manage tasks to other team members.

To create a new task for a lead navigate to Sales > Leads and click edit next to the lead you want to create the task for. Alternatively navigate to Sales > Tasks and when creating a task, select the lead to link this task to in the Lead field.

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