CRM Add Sales Task

Sales Tasks are used to define specific activity for each sales type.

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Description

Sent From

Estimate Days

Active Task

Yes No

Customer Meeting

Yes No

Task Notification Routines

Task Scheduled

A notificaiton will be sent using the selected template below when the task is scheduled.

Template

Mail To

Opportunity Status

Task Completed

A notificaiton will be sent using the selected template below when the task is completed.

Template

Mail To

Opportunity Status