Linked Tasks

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Linked Tasks

These are Activities/Tasks directly linked back to the customer/prospect. Creating the activity here creates a direct link to the sales opportunity. It makes the activity available in the customer task view or the calendar view for the user responsible for the follow-up.


The process is the same as adding new activity/tasks to a customer, and the screen is the same as that of the customer/prospect/supplier activity screen (see Customer Activity / Task Details ).