SI Lead Manager v7

Schedule Mailings in Seconds!I Want SI Lead Manager v7

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…

Tasks_Create_LM_Right_Click

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…

Tasks_Create_LM_Create_New

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

Speak Your Mind

*

Google+