An activity can be repeated by using the recurring option while creating tasks. In the Lead module, click on New Task. In the Create Task window, specify the activity-related details.

Select the Recurring Activity check box and do the following:

1.  Specify the Start Date and End Date for the activity to be repeated.
2.  Specify the Repeat Type for the activity and select the options according to:

  • Daily– Every weekday, recur on day (For example: Every 2 Days).
  • Weekly– Recur every __ week or specific days of the week.
  • Monthly– On day of every month (For example: Day 2 of Every 3 Months)
  • Yearly– Every year on a specific day (For example: Every January 1)

Create recurring task