Shared guide

How to create a task from a deal record

Step-by-step guide covering: Click the CRM icon; Click the Deals link; Click the HMO record; Click the Create a link option.

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Step-by-step Guide9 steps

  1. Click the CRM icon

    Click the CRM icon
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  2. Click the Deals link

    Click the Deals link
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  3. Click the HMO record

    Click the HMO record
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  4. Click the Create a link option

    Click the Create a link option
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  5. Click here to create a new task

    Click here to create a new task
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  6. Enter a task description

    Enter a task description
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  7. Click the Due Date field

    Click the Due Date field
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  8. Click on 'In 1 week (Jun 4)'

    Click on 'In 1 week (Jun 4)'
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  9. Click the Create button

    Click the Create button
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