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Able to click on Deal from the Task Page

Hunter Stanek

It would be great if you could click into a deal from the Task Page rather than clicking on the Deals Page and searching the deal to find it and get into it. 

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This is possible by adding the "Deal" field from the column editor. That little box you see next to the deal's name is linked directly to the Deal's record that the Task was assigned to.

 

William Warner 0 votes
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