Get link | About Sage CRM editions
|
Field |
Description |
|
Create Follow-up Task |
Select this checkbox to create a new task based on the current information, immediately after saving the current task. |
|
Create Follow-up Appointment |
Select this checkbox to create a new meeting based on the current information, immediately after saving the current task. The Create Follow-up Task and Appointment checkboxes cannot be checked at the same time |
|
Create Follow-up Opportunity |
Select this checkbox to generate a new opportunity based on the current information. This is only displayed when editing existing communications. |
|
Send SMS Message Immediately |
If SMS messaging is enabled by your System Administrator, select this option immediately to notify the user(s) assigned to the task or meeting. |
See Also:
Scheduling a quick appointment or task
Sage CRM user assistance PDFs
