Table of Contents
Linking to Projects: #
- You can associate tasks with specific projects.
- This helps track progress on a project by breaking it down into smaller, actionable tasks.
- To link a task to a project:
- When creating or editing a task, select the Project field and choose the relevant project.
Linking to Customers: #
- Tasks can also be linked to specific customers, ensuring that all tasks related to a customer are tracked in one place.
- This is especially useful when you’re managing customer-specific requests or tasks.
Linking to Opportunities/Leads: #
- If a task is part of an opportunity or lead, you can link it to the specific lead or opportunity.
- This helps sales teams manage follow-ups and tasks related to individual sales prospects.
