Brandy Murray asked us, “Does anyone know how to update opportunity card info ?”
“Here’s a quick video to help: https://www.loom.com/share/5354f2cd8ac348c5ae4ccef54f5e1b8a ?”
Brandy Murray asked us, ” Is their a way for my task to show up on the front of the card so I don’t have to click on each card.
Such as I made a task to follow up with 12 leads so far on different dates, for my reference. I don’t want to send client a notification as in appt. Hope this makes sense.”
“There’s not a way to see the Task Title just from the opportunity overview, but you can see if the opportunity has any tasks added to them.
I have 2 videos to help you:
1. View Tasks that are due –
https://www.loom.com/share/537b50a312f14fdabaf4855c979b89c2
2. Create Task Reminders –
https://www.loom.com/share/a18a42dcfd9344149ab6e87bd219e6e4”