Create a Task for a Lead in Maximizer Mobile App

Updated 3 years ago by Niall Clifford

  1. Select the Leads module at the bottom of the screen.

- Or -

Select Menu.

Next, select the Leads module.

  1. Select the lead which you want to book an appointment with.

  1. Select the + Icon.

  1. Next select Task.

  1. Fill out the Task details.

  1. When finished, select Save.

  1. Alternatively select the Activities Tab and Select +.

  1. Select Task.

  1. Fill out the Task details and select save.

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