Skip to content
NEXTOREx
Help Center

CRM

Tasks and follow-ups

CRM Basic, Business, Pro and Agency · 1 min read · Updated 16 October 2026

What this does

A task is a to-do on a lead, such as Send pricing proposal, with an optional due date and priority.

Steps

  1. Open the lead profile and click the Tasks tab.
  2. Click + Add Task. A small form opens.
    The Add Task form on a lead
    Title (1), due date (2) and Add (3).
  1. Enter the Title (1). It is required.
  2. Choose a Due date (2) and a Priority.
  3. Click Add (3).

What happens next

The task appears in the lead's Tasks tab.

The Tasks tab with a task
Tasks stay with the lead.

Important notes

  • Add a due date to every task so you know when to follow up.