Brandy Murray asked us, “Does anyone know how to update opportunity card info ?”

“Here’s a quick video to help: ?”


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 –


2. Create Task Reminders –


FB Reference: