Learn how to create tasks while writing a note. It's easy in Weflow.
Working in sales usually means you need to multitask a lot. Juggling all these different opportunities can become a whole job on its own sometimes.
Now, how you handle the manifold requirements of your prospects, heavily depends on your own preferences. But for those, who like to work with Tasks, Weflow has got you covered.
How to create tasks from your notes
Go into a note
Link the note
Click on 'Open panel' or the record name you linked the note to
Select the 'Create task' quick action in the panel
Don't forget to assign them and possibly also set due date as needed
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