How to Add Task/Reminder in Opportunities

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Last Update il y a 7 mois

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.

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