How to add task in leads page?

Posted on: 4/2/2025 9:37:54 AM
Replied by : support@icaresoftware.com

How to add tasks?

Navigate to the Leads page and click View Task

 

Then, click Add Task to open the CRM page. Select the child or staff for whom you want to create a task, then click Create Task.
Fill in the necessary details and click Save.
The task will appear under the designated task type tab. Once the task is completed, click the Complete Task icon to mark it as don

 

 

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