To conduct different actions on a lead, you can create new tasks under the Leads section of the Lead Management area. This article assumes that you know about Managing Your Leads.

To set a follow-up date, follow these steps:

  1. To set a follow-up date, click on “+ New Task.”


  1. In this new section, fill out the provided fields.


  1. To set a follow-up date, choose a date under the field “Follow Up” by either clicking on the date field or the calendar icon.


  1. Click on “Save” if you wish to stay in this window to do other tasks or click on “Save & Close” if you are finished.