Create a task and click on task source
This will allow you to link the tasks to a contact, company, lead or deal.
You should now see a link to the lead in your task details
Click on the link and you will be transferred to the source of the task!
How do I link a task to a Lead, Contact or Deal? Print
Modified on: Tue, 4 Nov, 2014 at 3:12 PM
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