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Viewing a Task in CRM
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When you set up a task in CRM is there a way to make it clickable back to the lead?
When you set up a task in CRM is there a way to make it clickable back to the lead?
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Yeah, it's a little hidden, but its in there. The toggle where you are deciding whether the task is a "lead" task or "customer" task. The word "lead" is a link back to the lead.
Yeah, it's a little hidden, but its in there. The toggle where you are deciding whether the task is a "lead" task or "customer" task. The word "lead" is a link back to the lead.
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