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.
Check the box for ‘Notice me in email when due’ to receive an email notification when your todo item is due
Click the ‘mark done’ icon to mark this todo as completed.
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.