Adding or modifying an event lead task default

  1. Select Settings > Event Leads > Manage Task Defaults. The Event Lead Task Defaults page is displayed.
  2. Select a Division and a Site to which a default task must be added to the different stages in the event lead lifecycle.
    Note: If you select the Master List site to add a default task, the task is added to all sites.
  3. Click New to create a task that auto generates when a salesperson processes a lifecycle stage in the lead. The Add/Edit Event Lead Task Default page is displayed.
    Note: You can modify an existing default task, using the Edit option corresponding to the name of the default task.
  4. Specify this information:
    Name
    The name of the event lead default task.
    Description
    A description for the event lead default task.
  5. Click Save.