Creating
Tasks
Use tasks like to-do lists. Add tasks
to your accounts, cases, contacts, leads, opportunities
and solutions in order to keep track of activities that
need to be done for each item.
- When viewing an item in detail, scroll down to the
Open Tasks section and click the New
Task button.
- Fill in the required information and necessary details.
Click Save to save the task.
- The task will now be listed in the Open Tasks
section of the item you created it for.
Log a Call
Jane Doe from Acme has called to ask
a question. Log a call to quickly record the details concerning
a your conversation with Ms. Doe.
- First, locate the Acme account from the Accounts
tab page.
- Look for Jane Doe' contact information in the Contacts
section of Acme's account details page. You may need
to create a new contact if one does not exist.
- Click the Log a Call button located
in the Task History section Ms. Doe'
contact details.
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