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Documentation Index

Fetch the complete documentation index at: https://help.eazybe.com/llms.txt

Use this file to discover all available pages before exploring further.

Have you created an opportunity on LeadSquared and now want to create and track tasks for that opportunity? Here’s how you can do it.

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Creating Opportunity Tasks

1

Open the Lead's WhatsApp Chat

Begin by opening the WhatsApp chat for the LeadSquared lead requiring task management.
2

Access the Opportunity Section

Within the LeadSquared Mini-CRM view, select the Opportunity section tied to that lead.
3

Access the Tasks Section

Choose the opportunity that needs a task, then click the Tasks section.Opportunity Tasks Section
4

Add a New Opportunity Task

Select the Add Task button for the respective opportunity.Add Task Button
5

Fill in the Required Details

Complete the task details in the provided fields. Additional fields can be edited via the Edit button.
6

Save the Task

Click Save to store the task.Save Task Form
7

Mark Task as Complete

Use the Complete button to mark finished tasks as done.
8

Add More Tasks

Repeat the process by clicking Add Task for additional tasks as needed.
Tasks created for opportunities in EazyBe are automatically synchronized with LeadSquared.

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Need Help?

If you have questions or need assistance, contact support at hey@eazybe.com.