Summary
Learn how to enable or disable lead capture tasks for individual consultants to streamline follow-up workflows.
This article covers:
Overview
Lead Capture can optionally create a task for the advertised agent each time an enquiry is received. By default, this feature is enabled for all consultants.
Enable lead capture tasks
To enable lead capture tasks:
- Go to: Settings > Automations
- Select Lead Capture
- Under Personal Settings, click Tasks
- Tick the checkbox to enable task creation
- Click Save to apply your changes
Disable lead capture tasks
To disable lead capture tasks:
- Go to: Settings > Automations
- Select Lead Capture
- Under Personal Settings, click Tasks
- Untick the checkbox to disable automatic task creation
- Click Save to confirm the change
Once saved, enabling tasks will create lead capture tasks for new enquiries, and disabling tasks will stop them from being created.
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