How can I view the lead details associated to the task?

Modified on Thu, Jan 22 at 7:56 AM

Subject

Applies to: Admin/Branch Manager, Agent, All users
Purpose: Viewing Lead Details for Tasks
Location in Ricochet: Tasks Page

Description

This article explains how to view the lead details for the tasks in the tasks page.

Resolution

To view the lead details (lead pop-up) for the task on the Tasks Dashboard, click the Green/White eye under the Actions column to view the lead pop-up window for the lead.