View completed tasks on the tasks page and the lead profile. Reviewing completed tasks is helpful for management and agents to determine the next steps with each individual lead.
Note: Completed tasks are hidden by default.
Lead Profile
Click View Completed Task(s)
The completed tasks will be displayed with a checkmark
Note: The date and time listed on a completed task reflects when the task was marked completed.
Tasks
To view completed tasks on the tasks tab, go to Tasks > Filters > Show Completed.