Lead, Opportunity, and Placement References on Recurring Tasks

We’ve fixed an issue with lead, opportunity, and placement references carrying over incorrectly for recurring tasks. Previously, when a recurring task was marked as completed from the Related Tasks section on the Activity tabs of either of these record types, any lead, opportunity, and/or placement references were not being carried over to the next task in the recurring series. With the resolution of this issue, those references are now correctly carried over when recurring tasks are marked as completed.

Top