Solar At Scale - Solar Closer Mastery
Solar At Scale - Solar Closer Mastery
Emails & SMS Messaging

icon picker
Creating Tasks

How to create tasks

Navigate to the prospect’s lead page.
On the left side of the lead page is where you’ll find the Tasks. Click the + button to create a new task. ​
Screenshot 2023-10-16 at 7.06.51 pm.png
Update the following details for the task:
Description - Brief description of what the task is.
Date & Time - The date & time the task needs to be completed.
Assigned User - Who will be completing the task. ​
Screenshot 2023-10-16 at 7.08.41 pm.png
Click Save when you’re done.
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.