How to get started with CRM TODO / activity in Salesforce
Reference this article to get started with ToDo notifications from Mindmatrix. https://helpdesk.mindmatrix.net/portal/kb/articles/create-smartlist-todo-notificationsl
This article will display how todo activities are generated for Salesforce. ToDo activities for Salesforce can be generated under Lead, Contact or Opportunity. Salesforce CRM holds activities in the tasks module, as well as inside of each of the mentioned areas. Screens shots are below.
Dashboard Tasks:
Inside of leads, contacts and opportunities tasks will show as upcoming & overdue activities: Task / Activity Section of Salesforce: | |
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