CRM Software Support Center

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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