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.”

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

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  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.

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  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.

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