SI Lead Manager v7

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Create Task Using Leads Manager

Creating a new Task when in the Leads Manager area of SI Lead Manager allows you to pre-select the lead you want to create the task for.   You can do this in one of two ways….

Option #1:  Right Click Method

Right click on the lead you wish to use for the New Task.   A drop down menu will appear…


In this drop down menu, find and click on Create Task…

Option #2:  Create New Menu Method

Select the lead you wish to use for the New Task and then under the Create New Menu select Task…


To get Help using the New Task Editor see Task Property Form

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