- How do users (management) schedule a task for another user? Every time we try it--we are not able to see what deal the task is for
- Is there any type of add on for user messages back and forth? We try to use the notes but there does not seem to be a way to notify or tag other users in the notes. So if a sales rep puts a not in the system under a deal--there is no way for management to know that the message was for them.
Tasks and messages
Tasks and messages
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