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NSC | Add the Date Completed Field When Logging Tasks for Leads

edited Aug 23, 2022 6:57PM in CRM

When working with Tasks and Lead records, it is necessary to view the Due Date and the Date Completed fields under Communication > Activities tab. In the Default view, the given Date field is the Task's Due Date.


To display the Date Completed in the Custom View, create an Activity Saved Search and add the Date Completed field in the Results tab.

Custom views allow you to view a list based on the results of saved search criteria.


Do you have a different method for including the Date Completed field in the Activities tab? Please share your thoughts below.

Michelle Jabanes|Ask a Guru

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