You can be assigned tasks by other staff members eg. to contact a new enquirer.

You will find all of these tasks in your Home TAB under 'My Activities'.

Then from within the task item you will see that we have provided the record this task is linked to.

Simply click on that link eg. Ryan Templeman to be taken to relevant record.

This is Ryan Templeman's Cust. Contact record where you can see that under the Activity TAB there is a task for Matthew King to Call him.

From this record Matthew can view any related enquiries, cases, opportunities of Ryan's to have the context he needs when contacting him.