📌 This feature is available for all plans.
For detailed information on each plan, you can check 👉 here.
When creating a task, the input fields you will see are:
Subject: the activity you want to carry out
Activity type: comments, phone calls, meeting, visits, cold call, acquisition visit.
Date: the date you plan to carry out the task
Appointment reminder: if you want to receive a notification about the event. You can also select when you want to receive it (start time, 5 minutes before, 15 minutes before, 1 hour before, 1 day before or 1 week before).
User: who created the task
Account: the account associated with the task.
Opportunity: the opportunity related to the task
Invited users: If you want to add more users to the event.
Comments: para poder detallar mejor la tarea pendiente.
