Create a Task For a Lead In Maximizer Mobile App
- Select the Leads module at the bottom of the screen.
- Or -
Select Menu.
- Select the Leads module.
- Select the lead which you want to book an appointment with.
- Select the + Icon.
- Select Task.
- Fill out the Task details.
- When finished; select Save.
- Alternatively select the Activities Tab and Select +.
- Select Task.
- Fill out the Task details and select save.