Create new lead task form

  • Release version: Australia
  • Updated April 10, 2026
  • 1 minute to read

    • Field descriptions for editing or reviewing details on the Create New Lead Task form in the Lead Management and CRM Touchpoints modules.

    Field Description
    Number System‑generated unique identifier assigned to each lead task record with the prefix LDTASK.
    Short description Brief description of the work to be completed for the lead.
    Due date Date and time by which the lead task has to complete.
    Assigned to Name of the sales agent to whom this lead task is assigned.
    State Current status of the lead task. The available options are:
    • Draft
    • In Progress
    • Completed
    • Cancelled
    • Closed
    Touchpoint CRM touchpoint associated with the lead record. This field is automatically populated when the task is created from a touchpoint record.
    Work notes Internal notes visible only to team members with appropriate access.