CRM

Hatwood
Member

Creating Tasks

I am trying to create a follow task to contact a lead on a proposal that i jsut sent out

WHen I fill out the tasks To DO-it wont let me create-a red circle with line in it prevents me from saving/creating the task.

What am I doing wrong

 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Creating Tasks

Hi @Hatwood,

 

Could you please share a screenshot? When you hover your mouse over the red circle, are you seeing a tooltip?

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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