Setup

Here, you can set the results corresponding to each lead's task.

After creating the tasks and results, now set the results suitable for each task to easily manage the lead list on the system.

1. Setup tasks/results.

(1) Select the task you want to setup

(2) Click Result setting >> Complete the pop-up window

Note: Select the corresponding result for the task, if you want to add a new result, click the button (+).

(3) Click ADD to finish.

2. Change the order of the results.

In order to re-arrange the order of the setup, please drag and drop them into the desire positions.

3. Update the setup.

(1) Select the task need to be updated.

(2) Click More >> Edit >> Complete the pop-up window

(3) Click Update

4. Delete the setup.

(1) Select the task that needs to be deleted

(2) Click More >> Delete

(3) Agree/ Dismiss