How to set up todo in CRM?
Convert email note to to-do：
Click ' To-do ' icon.
Create to-do
Edit subject.
01: Email Note. 02: Email Subject. 03: Email Link
Contacts in the opportunity.
View the new to-do in the to-do list.
Click the link in todo to go to the email detail page.
Create a new to-do:
Add a new to-do.
Edit informations.
Create to-do in the share page:
Click ‘share’ icon
Select time for to-do
The note will be the todo default subject, but you could further modify.
The to-do will be shown in the opportunity detail page, contact detail page and todo list page.
3. Tap ‘add custom to-do’
4. Choose an opportunity to link with
5. Fill in the required fields and tap the back button to save
6. The to-do will appear in to-do list
6. The to-do will appear in opportunity list
Add to-do in opportunity detail
1. Go to an opportunity detail
2. Tap ‘+’
3. Tap ‘add to-do’
4. Edit todo and tap back button to save
5. The todo will appear in both to-do section of the opportunity and to-do list tab.