Actions

3 guides covering actions on the Sparkforge platform.

• CRM Notes Association – Link Notes Across Contacts & Opportunities Sparkforge CRM lets you associate each note with a contact, an opportunity, or both. Enable Opportunity Notes in Labs, then filter notes by association to focus
• Efficiently Use Notes for Contacts, Opportunities & Companies Notes are internal-only entries attached to contacts, opportunities, and companies. Add a title, description, color label, and attachments — clients never see t
• Tasks Across Multiple Objects Multi-Object Task Associations lets you link one task to Contacts, Opportunities, Companies, and Custom Objects — up to 10 of each. Sales, success, and ops all