Separation of Database tasks and Opportunities tasks
I use smart plans to create tasks for lead generation AND I use opportunity tasks. Currently, that all goes to the same list (which is great). I would like an extra tab at the top to select only the opportunity tasks out of the general tasks. Obviously, these are more time sensitive than the lead gen tasks created generally so I would like to be able to check them quickly from that list rather than go into each opportunity individually.
1
vote
Crystal Calvert
shared this idea
Could you not user the Filter option? You can filter by Created By. The options are: All, Opportunities, SmartPlans, and Team Member
