Results

After you have created the tasks for the leads, next please set the results for each task.

1. Add a new result.

To add a new result, please follow these below steps:

Click Add result >> Complete the pop-up window >> Click ADD

Note: - Only apply for task: If you select a task, this result will be applied for only that task. If you leave it blank, the result will be applied for all tasks. - Not in use: If you want to temporarily turn off this result please tick on the checkbox Not in use.

2. Re-order the position of the tasks.

To arrange the position of the results accordingly, in the result list, drag and drop the result to the position you want. See details in the video below:

3. Edit and delete the tasks.

• Edit: Click Button More > Click Edit > Change the information needed > Click Update/ Cancel to finish.
• Delete: Click Button More > Click Delete > Select Agree to delete or Dismiss to cancel.