How to Manage Links in a Task?

You can add links of contacts, sales opportunities, and other related tasks to a task.

To add a link to a task:

  1. In the Manage Links section, click the Add Link link.

    Edit Tasks

  2. In the Add New Link dialog box, search for the contact/opportunity/task.

    Edit Tasks

  3. Click the Add button and click Save.

Note: You can add more than one contact/opportunity/task.



Creating Tasks

Deleting Tasks

How Can I Make a Task Private?