Access CRM

This article outlines how to add a note to a record in the CRM. This could be an Opportunity, Problem, Contact or Company.

Adding Notes in the Activity & Note Visibility

How to edit whether a task is required or optional for opportunity & problem statuses.

Making Tasks Required or Optional for Opportunity & Problem Statuses (Preview)

This article outlines how to set a Task within the CRM.

Setting a Task (Preview)

This article outlines how to mark a Task as complete and add an Outcome to the Task if required.

Completing a Task & Adding an Outcome (Preview)

This article outlines where you can view your Tasks list and takes you through the sections of the Tasks list.

Viewing your Tasks List (Preview)

This article outlines how to make changes to a Task, cancel a Task, and reopen a Task.

How to Edit a Task (Preview)

Tasks

Find answers and get help from Intercom Support and Community Experts

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