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Lists, Lead Scoring & Workflows

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jammarynails on June 21, 2017

Tasks not showing & unable to create tasks

My main Task tab is not showing at all, and when I go into a contact's information, all it lets me do is create a note. I can not assign a task or activity or call, etc... only a note. So I can't make ANY tasks whatsoever!! Anyone know why? What am read more

Reply can't not showing tab Tasks

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Accepted Solution

jammarynails

Member

June 21, 2017 14:08

OK. I figured it out... I guess. I had to click "create a deal" in the side bar of my contact. THEN it applied the CRM features so I could create tas...read more

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