Administrators | ✓ | |
Company Managers | ✓ | |
Marketing Managers | ✓ | |
Sales Managers | ✓ | |
Salespersons | ✓ | |
Jr. Salespersons | ✓ |
If your task has an associated opportunity, you can open the opportunity from the Task Manager.
Tasks with opportunities will not have the lead's name. These tasks will instead show opportunity name and the expected value of the opportunity.
For tasks with opportunities, the Open caret will not open the Contact Record. Instead, it will open the opportunity assigned to the task.
Be aware that only the opportunity assigned to the task will be opened, and not other opportunities that the lead may be attributed to.
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