Lead Task – This is a task that is associated with a specific lead. There are two types: Primary Lead Task and Secondary Lead Task. A Primary Lead Task is automatically required by the system when the user changes a lead to an “Open” status stage. It is not required by the system when the user changes a lead to a “Closed” status stage. Secondary Lead Tasks are optional and can be added with or without a Primary Lead Task in place. Multiple Secondary Lead Tasks can be added to a lead.
User Tasks – These tasks are created by the User and not linked to a specific lead. Only people with management permission levels (business manager, business admin, or system admin) can create User Tasks for other users.