Create a Task for a Lead in Maximizer Mobile App
- Select the Leads module at the bottom of the screen.
- Or -
Next, select the Leads module.
- Select the lead which you want to book an appointment with.
- Select the + Icon.
- Next select Task.
- Fill out the Task details.
- When finished, select Save.
- Alternatively select the Activities Tab and Select +.
- Select Task.
- Fill out the Task details and select save.