Notification option 2 - Create tasks

Notification option 2 - Create tasks

Learn more about the Task creation - notification option and know more about how these work and the information they provide.


1. Open a record (by default it's available for Leads, Contacts, Deals, or Accounts though you can add it to other custom modules too)




2. Select Open Activities





3. Write some Description (e.g: Message: This is a Tasks Testing.)





Watch on Youtube:
https://www.youtube.com/watch?v=1c7Fe7pgTLk&t=29s

or Watch this Video:






















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