Tasks and scheduled activities
Use task and activity forms to create future work and reminders. Activities can be linked to CRM records such as leads, deals and companies so the next action appears in the customer history rather than a disconnected personal list. Calendar views can display scheduled activities in month, week or day layouts when the backend activity data is available.Notes
Use notes for context, decisions, meeting details or information that should remain attached to the record but does not need a due date. Do not turn every note into a task. If someone must do something later, create a task or scheduled activity with a clear next action.Why this affects Sales
Lynka can surface deals with no next step and records that have gone too long without customer facing activity. Keeping real follow ups scheduled makes those attention signals more useful.Sales activities
See how tasks and notes fit into lead and deal work.