How to create tasks for lead in ERPCA?

In ERPCA, You can create a task for lead that can also be notified in To-Do as well. Click on the name of the lead to add the task and no of tasks can be seen against the name in the lead management page.

This video will help you understand the process.

Sign up for a free trial now. Visit now to learn about all the features and capabilities and how you can seamlessly run your business remotely while delivering the utmost client satisfaction.