CRM TODO / activity Connectwise
This article will covers how todo activities are generated for Connectwise.
ToDo activities for Connectwise can be generated under Contacts or Opportunities.
Posted by The Team at Mindmatrix on 14 August 2018 04:34 PM | |
Within Mindmatrix contact todo will be generated using the referenced article here Connectwise CRM holds activities in the Activities module, as well as inside of each of the mentioned areas. Screens shots are below.
Dashboard / Contact:
From Contact Screen:
Opportunity:
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