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Last Modified: 07.05.2020

The action creates and assigns a new activity to the person responsible for the CRM entity.

Activity parameters

Subject - title of a new activity.

Description - detailed information about the activity.

Responsible person - select a user who will be responsible for the activity.

Important - the activity will be marked as "Important" if this option is enabled. The listed important activities are marked by the following symbol .

Auto complete activity when status is updated - enable this option to auto complete the activity when lead/deal status is updated.




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