In some cases a Prospect might ask you to give them a call or send them an email on a future date. So this article will show you how to create a single task to follow up with that Prospect and how to complete that task when it's due.

To create a single task for a Prospect click on the clipboard icon below the Prospect name:

In the next window write out your follow up task and assign it a due date:

On the due date your single task will pop up in your Task Manager where you can complete the task.

Learn more about managing your Prospects here!

If you have any questions reach out to your dedicated Client Success Manager!😊