We are working entirely from Opportunities - this makes most sense in our workflow.
Each time I have a customer i have to reach at a specific time and date, i have to manually make an "task" in outlook for the specific opportunity.
Is there a way, to make a button in a sales opportunity, which will auto generate a task based on company name, follow up date and time?
Something like this beautiful example: http://imgur.com/a/q7OgE
Please feel free to ask question, because i English is my second language, i may have miscomunicated.
Thanks, and have a great day:)