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How to set up todo in CRM?

Simple Gmail Notes

Click ‘Sync’ icon

Select time for to-do
Click 'share' button to enter opportunity detail to view to-do.
Mobile App

Add To-do in to-do list tab


 1. Go to the to-do list tab of mobile CRM app


2. Tap ‘+‘

 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.