Questions

  1. What type of activity should be used to set up a reminder to research an account?
  2. Which activity type should be used to set up an onsite meeting with a client?
  3. Is it possible to send an email to a client and copy someone not in the system as a contact?
  4. Do tasks appear on your Salesforce calendar?
  5. Which tab shows all of your open tasks?
  6. If you use Gmail but spend most of your time in Salesforce, which integration option should you use?
  7. Can we log activities regarding Opportunities?