➕ Create Tasks

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Organize your to-do list and execute tasks scale with Leadfwd using Sidebar for Google Chrome. Tasks can be created as action steps in Sequences or as workflow actions in Automation, based on relevant events like a prospect visiting a priority page on your website, clicking a link in an outreach email or exceeding a certain lead score threshold. Tasks can also be created manually and as follow ups to existing tasks.

Creating Tasks with Sequences

Creating Tasks with Automation

Manually Create and Assign Tasks

Create Followup Tasks