Settings and activity
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2 votes
Could you not user the Filter option? You can filter by Created By. The options are: All, Opportunities, SmartPlans, and Team Member
Crystal Calvert
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4 votes
Crystal Calvert
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2 votes
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As someone who uses smartplans to create lead generation tasks for me, I do NOT want an email everytime there is a task created. Maybe if this was an option to turn on/off for each task.