Access CRM

How to add a note to a record: an Opportunity, Problem, Contact or Company, in the CRM

Add notes and manage activity 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)

How to make changes to a Task, cancel a Task, and reopen a Task.

Edit, cancel or reopen a task (Preview)

Arthur Ashdown

Alan Molina

Tasks

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