Outlook CRM for Teams | Prophet CRM

Creating An Opportunity Task Reminder

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How to create an Opportunity Task Reminder.

Back To The ProphetCRM Beginner's Guide

Creating task reminders from within an Opportunity is a great way to effortlessly stay on top of all of your followup and next step actions.

Step One: Open up the Opportunity that you'd like to add a reminder for.

Step Two: In the "Next Step Action" field, enter the reminder you would like to be prompted with.

Step Three: In the "Next Step Date" field, enter in the day that you'd like to be reminded.

Step Four: A pop-up window will appear asking you if you want to create an Outlook task for this date, click "Yes".

Step Five: An Outlook Task window will now come up with whatever you typed in the "Next Step Action" field already in the subject line of the Outlook Task. You can now edit the Task like any other and make any changes you see fit.

Step Six: When you hit "Save & Close" it will add the task to your Outlook Task List. You can then save the Opportunity to save the "Next Step Action" field in the Opportunity.

Congratulations! You've just mastered creating Outlook Tasks from within an opportunity!

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