Suppose I need to have a sales agent place a follow-up call to a Lead.
Is it better to create a Task or to create an Event?
Suppose I need to have a sales agent place a follow-up call to a Lead.
Is it better to create a Task or to create an Event?
By creating an event and allocating it to the sales user (or yourself in case the sales user themselves create events), they will get a system notification only on the date of the meeting. But the plus is a calendar view of all events (found in the event doctype).
Creating and assigning task will give a notification as soon as it has been assigned. It can be followed in the todo list (as each task is created as a todo.)