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.
Creating Opportunity Tasks
Open the Lead's WhatsApp Chat
Begin by opening the WhatsApp chat for the LeadSquared lead requiring task management.
Access the Opportunity Section
Within the LeadSquared Mini-CRM view, select the Opportunity section tied to that lead.
Access the Tasks Section
Choose the opportunity that needs a task, then click the Tasks section.
Add a New Opportunity Task
Select the Add Task button for the respective opportunity.
Fill in the Required Details
Complete the task details in the provided fields. Additional fields can be edited via the Edit button.
Save the Task
Click Save to store the task.
Mark Task as Complete
Use the Complete button to mark finished tasks as done.
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.
Need Help?
If you have questions or need assistance, contact support at [email protected]. 
