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