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How to set up automate tasks when a lead comes in?
How to set up automate tasks when a lead comes in?
Danielle Daniel avatar
Written by Danielle Daniel
Updated over 2 years ago

This can be set under Global Task. This feature allows you to create an auto-task for leads under a certain category/status. Let’s say you wanted to add a global task under no contact made, this task will now show up to all leads that are under that status.

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