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Tasks tracks the next action for a contact, with an optional link to an opportunity.

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Create and complete a task

1

Create the task

Open Connect > Tasks > Create task. Enter a title and choose a contact.
2

Add follow-up details

Add an opportunity, assignee, due date, description, and status as needed. Select Create task.
3

Update its status

Open the task as work progresses. Choose To do, In progress, Done, or Cancelled.
Use the display controls to sort or group your tasks. Task files require a linked opportunity and are stored with that opportunity.