How to Add Task/Reminder in Opportunities
Administrator
Last Update 9 maanden geleden
STEPS:
1.Go to Bussiness360
2.Go to opportunities
3.Select Any Lead

4.Then Click “Tasks”

5.Then Fill Title Tags, Description, And Select “Assign to” and choose the date.
6.Then Click “Add Task”

7.Then We Can see in Task Option checklist

8.Then Go to dashboard
9.We can see Tasks in here.
