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7 lines
438 B
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#. Go to *CRM > Sales > My pipeline*.
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#. Open one of the existing leads or create one.
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#. Click on the button "Create Task".
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#. A popup will appear asking you name and description for create task.
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#. Click on "Create Task" button.
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#. A task will be created with project in settings.
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#. A message chatter will be created in task with link for lead/opportunity. Also, a message chatter will be creat in lead/opportunity with link for task.
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