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My Lead task alerts are not very detailed...

Last updated by Rich Orr on March 21, 2018 10:09

You may have created lots of fresh leads and to help with your workflow you've set a task with email reminder for each lead.

BUT when you're receiving your email alerts you are not sure exactly which lead they relate to?

A: When you're creating your task put as much information about the prospect in the Enter details box so when your alerts come through that will help you e.g. put the name of the contact and the company in the Enter details box.