Create new lead task form
Field descriptions for editing or reviewing details on the Create New Lead Task form in the Lead Management and CRM Touchpoints modules.
| Field | Description |
|---|---|
| Number | System‑generated unique identifier assigned to each lead task record with the prefix LDTASK. |
| Short description | Brief description of the work to be completed for the lead. |
| Due date | Date and time by which the lead task has to complete. |
| Assigned to | Name of the sales agent to whom this lead task is assigned. |
| State | Current status of the lead task. The available options are:- Draft - In Progress - Completed - Cancelled - Closed |
| Touchpoint | CRM touchpoint associated with the lead record. This field is automatically populated when the task is created from a touchpoint record. |
| Work notes | Internal notes visible only to team members with appropriate access. |
Parent Topic:Lead Management reference
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