Action: Create Task

This action will create a task for the contact.

What you want to do, is add Create Task to the funnel, by dragging it from the right-hand side over to the list of steps. You can put it anywhere in the funnel after the benchmark.

Select the Create Task action, you will be presented with some setting options. 

  • Task summary: - Enter in a few words about this task.
  • Details: - Enter the details about this task. Accepts replacement codes.
  • Task due date: Enter when the task should be completed by(Days, Weeks, Months) and time.
  • Type: Select the type of task( General Task, Call, Email, Meeting)

Make sure to hit save after completing the settings. 

This task will be created in the Contacts Task Tab

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