Tasks and notes

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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.