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Currently a task can only reference a deal or lead as a whole. So this means, if you have created a task a while ago, or if someone else created a task for you, you need to look into the activity tab of the lead/deal to understand its context.
I would suggest to improve the task reference, by being able to directly reference single activities, like a call log, comment, note or most important an email message.
possible task detail view:
The text was updated successfully, but these errors were encountered:
Currently a task can only reference a deal or lead as a whole. So this means, if you have created a task a while ago, or if someone else created a task for you, you need to look into the activity tab of the lead/deal to understand its context.
I would suggest to improve the task reference, by being able to directly reference single activities, like a call log, comment, note or most important an email message.
possible task detail view:
The text was updated successfully, but these errors were encountered: