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  1. Create an Activity from the Opportunity Tracker

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    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Anonymous commented  · 

    Create an activity from within the opportunity.

    In the opporutnities, add a 'next step', and that should generate an activity (or give me the option to generate an activity).

    As it is now, I have to create the activity as well as the next step.

    Anonymous supported this idea  · 

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