How to create a task without a contact name? I only have company information at this point, but want to schedule a task to contact them for information. I have imported about 20 companies, addresses, phone numbers, tagged them each for health and well being, and now want to create a future task to call them for the contact information. But i cant create a task without the contact.
Help
Infusionsoft is a Contact-centric system.
You can’t add a Task for a company by itself. You can add Notes and Opportunities, but a Task needs to be assigned to a Contact record.
I appreciate that Jeff. A little frustrating as a sales guy, but understand.