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Task Types Defined

Lead Task

This is a task that is associated with a specific lead. There are two types: Primary Lead Task and Secondary Lead Task.

  • A Primary Lead Task is automatically required by the system when the user changes a lead to an “Open” status stage. It is not required by the system when the user changes a lead to a “Closed” status stage.
  • Secondary Lead Tasks are tasks related to the lead, but not necessarily related to the current stage or the user to whom the lead is assigned. They are optional and can be added with or without a Primary Lead Task in place. Multiple Secondary Lead Tasks can be added to a lead.

User Tasks

These tasks are created by and/or for the user and not linked to a specific lead. Only managerial users (business manager, business admin, or system admin) can create User Tasks for other users.

To learn about Company or Contact Tasks, see the Customer Management Module Task Types Defined reference document.