Tasks and notes
Add a task for what you need to do and a note for what you learned, both linked to the account they belong to.
What you will learn
- Create a task
- Click New task, give it a clear name, set the due date and priority, and link it to an account, contact or opportunity.
- Stay on schedule
- My tasks groups everything by due date, and a late task moves to Overdue in red. Tick its circle when it's done.
- Write a note
- On an account, click the note button, add a title and write. Type a slash for headings or lists; the note saves by itself.
Getting started
10 lessonsApprox. 27 min
Your progress0%
Related articles
- TasksCreate tasks, give them to teammates, link them to records and see what's due, including the follow-ups PromptLab creates from meetings and calls.
- NotesWrite notes on your accounts, contacts and opportunities, format them with headings and lists, and find every note again from one page.
- IntegrationsConnect PromptLab to your email, calendar, messaging, productivity, and ERP tools to capture every customer interaction automatically.