...
To create a note/task, you will need to manually create an activity.
...
Depending on the configurations of the activity, it will create the corresponding Note or Task in deal manager.
NexOne | Enviromint |
|---|---|
Activity w/o document
| Task is created with the selected reviewer as the task assignee |
Activity w/o document
| Task is created with the task assignee defaulted to the agent submitting |
Activity w/o document
| Note is created |