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Create Task from CRM Lead
The Create Task from CRM Lead module empowers businesses to seamlessly convert CRM opportunities into actionable tasks, ensuring no lead is overlooked. By integrating task creation directly within the CRM workflow, the module simplifies lead management and enhances team productivity.
Features
Screenshots
Support
Service
Features
Create Task from Lead
Users can quickly generate tasks directly from CRM leads using the “Create Task” button, enabling a smooth transition from opportunity tracking to task execution. This eliminates the need to manually re-enter information and reduces time spent switching between modules.
Close Lead and Create Task with History
This feature allows users to archive a lead while simultaneously creating a task that includes the complete email history. It ensures that all prior communication and context are preserved, making it easier for teams to understand the background of the task.
Create Task without Email History
Users can create tasks without transferring any email history or archiving the lead, providing a clean and simplified task entry. This is particularly useful when only essential task details are needed without additional communication context.
Create Task with Mail Threads
This option enables the creation of tasks that retain the full email history while keeping the lead open. It ensures that all communication remains accessible within the task, allowing team members to stay informed and aligned.
Screenshot
1.) CRM Lead View
A “Create Task” button is integrated into the CRM Lead screen, allowing users to quickly initiate task creation directly from an opportunity.
Navigation : CRM → Opportunity
2.) Task Creation Pop-up (Close Lead with History)
When the “Create Task” button is clicked, a pop-up lets users enter task details and choose the option to archive the lead while including its email history.
3.) Archived Lead
Selecting the “Close Lead and Create Task with History” option automatically archives the lead, keeping the CRM pipeline clean while retaining all relevant information in the created task.
4.) Smart Button for Task View
A smart button appears on the lead page, providing instant access to the task created from that lead.
5.) Task Created from Lead
The task generated from the lead is visible in the task list, showing the direct connection between the lead and the resulting action.
Navigation : CRM → Opportunity → Task
6.) Task Created from Lead with History
This task retains the email and communication history, providing full context for team members to follow up effectively.
7.) Create Task Without Email History
Users can select “Create a New Task Without Including Email History” to generate a clean task entry without transferring prior communications.
Navigation : CRM → Opportunity → Create Task
8.) Task Created without Email History
Tasks created without email history appear as straightforward entries, making it easier to focus on current actions without extra context.
9.) Create Task with Mail Threads
Selecting “Create New Task with Mail Threads” allows users to generate tasks while keeping all prior communications intact, ensuring context is preserved.
10.) Task Created with Mail Threads
The created task includes all email threads, keeping team members informed and aligned with ongoing discussions.
11.) Task Created with History
Tasks created with history logs provide a detailed record of interactions and previous activities, supporting better follow-up and decision-making.
User Guide
