If you want to create 1. Task for an existing Opportunity - Click here, if you have not selected opportunity. 2. Task for existing Company/Agency - Click here, if you have not selected Company/Agency. 3. Independent Task - Select "Other" option from "Select Checklist" below to create Task.
Select Checklist <Select Group task> Additional Business AdTech Demo/Install AR Collection AR Troubleshoot Bid Billing Inquiry Contract Renewal New Business Other
Filter Activities by <Select Filter> Select Due Date IsDone TaskEnteredOn TaskType Opportunity AR Task Admin Task