How to add a Task Type

1) Go to "Settings" > "Office Settings"

 

2) Select an Office to Configure and click "Add New Record"

 

3) Enter information needed:

- Active: Needs to be selected for Task to be visible in task list for tasks/appointments

- Task Info: Task Type/Task Name

- Due Days: Number of Days automatically added as a due date

- Points: Number of Points awarded for the task to move "Progress" meter on Leads

 

 

*NOTE: Tasks need to be added to all Offices as every office may have different tasks assignable.

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