Do you have a pending task, you want to save it so that you can track it anytime you want. Don’t worry, The Task Section of the EazyBe’s Leadsquared’s Integration comes to your rescue.
Open the Lead's WhatsApp Chat
Open the WhatsApp chat of the Leadsquared lead for whom you want to create a task.
Access the Tasks Section
Click on the LeadSquared icon in the right sidebar. The third header under the Lead section is the Tasks section, Click on it and access the tasks.
Add a New Task
Click on the Add Task button
Save the Created Task
Enter the necessary details for the task, ensuring that the end date is not before the deadline date. Click Save to create the task.
Edit or Delete a Task
Once the task is created, you can Edit or Delete it by clicking on the three dots as given below.
Create Additional Tasks
You can create more tasks for your LeadSquared lead by clicking the Add Task button again and repeating the process.
Note: The tasks you create in the EazyBe WhatsApp extension will also appear in the Tasks section of LeadSquared, linked to the specific lead.
We hope this article has helped you better understand how EazyBe works! If you have any questions or need further assistance, feel free to reach out to us at [email protected]. We're happy to help!