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Get link | About Sage CRM editions
Scheduling unlinked communications
You can create new tasks and appointments, which are not linked to a company or person. This commonly occurs with internal communications.
- On the My CRM | Calendar tab, click New Task. The Enter New Task page is displayed.
- Fill in the details. Leave the Regarding panel blank.
- Ensure that your name is selected from the list of users.
- Click Save.
See Also:
Finding a communication
Creating a task
Creating a task
Scheduling a quick appointment or task
Navigating your calendar
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