Create task (with custom task name and deal name)

CRM & Sales Tips, Tricks & Best Practices
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1

Hi everyone,

Unfortunately, we have not yet found a way to create tasks with the corresponding deal name without losing our custom task name.

An example would be task “ Follow up #424242 Mr. Max Mustermann”

2

Hi @MInci4,

Can you help to clarify if you’re trying to create the tasks via a workflow?

3

Hi @GiantFocal,

We create the tasks manually from the deal dataset.

Warm regards