Edition: Professional, Business, Enterprise
User-level: Assistant Project Manager, Project Manager, Director, Assistant Administrator, System Administrator
Previous steps: N/A
How to create a to-do in the opportunities screen
The task list
1. From the Synergy CRM page, select an opportunity
2. On the right-side of the screen, select the + To-do button
3. Enter the name of the to-do and press the Enter key on your keyboard to save
4. Select the new to-do from the list to edit the name, start/end dates, and the assigned staff member
Where to next?
What other features does this relate to?