If you need to follow up on a conversation, set a reminder, or create a custom to-do for a specific lead, Pageport makes adding one-off tasks outside those automatically created in a sequence easy. This article shows you how to create a standalone task from the lead's detail page so that nothing slips through the cracks.
To start, login to Pageport and navigate to Leads > View Lead.
1. Click Add task.
2. Select the task type (general or call) from the dropdown.
Fill out the task details from the menu before clicking Create task.
