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New: Attach ToDo's to a Sales Lead

Tue, 12 Jul '11 @ 2:30 PM
When creating a ToDo you can now attach it to a Sales Lead. However you can only attach the ToDo to Sales Leads that are assigned to you.

See image below:


Note
Only Sales Leads assigned to YOU or SHARED with you will show in the dropdown. You can't view another employee's Sales Lead if it is not shared with you.

This is what your ToDo now looks like:

Attachments:
lead-field.png - 106.00 KB
lead-field1.png - 37.00 KB
lead-field.png - 106.00 KB