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How to create a follow-up task on your contact

This article explains how to create follow-up tasks for a contact.

Anil Vithani avatar
Written by Anil Vithani
Updated over 2 years ago

Here are the steps on how to create follow-up tasks for a contact:

Step 1

Navigate to the task section.

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Step 3

Click the "Create Task" icon on the upper right of the table.

Step 4

Choose type of task.

  • General - miscellaneous tasks

  • LinkedIn - can be accomplished using LinkedIn

  • Callback - manual call to contact

  • Email - create manual task to email a contact

Step 5

Fill up the form and describe what the task is all about.

Step 6

Search for the name of the contact you want to create a follow-up task with.

Step 7

Set the priority, due date and time.

Click "save" when you're done.

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