With this selection the user can add a New Task related to this sales Lead. 



In order to create a Task, the user must fill-out the fields in the form: 

Title: A summary of the task 

Date: Τhe date and the time that the task must be accomplished. 

Create Activity in Calendar: If activated, this task will be displayed at the assignee's calendar. 

Task Category: Select any category from the drop-down list. Categories are not mandatory. 

Task Reason: Select any Reason from the drop-down list. Reasons are not mandatory. 

Assign to User: The task can be assigned to a specific user. 

or 

Assign to Team: The task can be also assigned to a team. 

The user-creator of the task must have the authority by business case to perform both assignments. 

Related to: Βy default the lead for which the task is created. 

In order to save the task the user must click on the  button.

All tasks created, are listed in the tab Related under the group Tasks. 





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