New Feature: Task Types

As you add a new Task to a lead or as part of a Workflow in Open Leads, you can now classify that Task – Call, Meeting, Email, or Other.

Classifying your tasks in this manner is the first step in being able to fully track your activities in Open Leads. In addition to reporting on Task Types in the View system in the near future, we will soon be adding an Analytics module to Open Leads, adding to the user and managerial functionality already present.

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