Creating SalesNOW Tasks in Outlook

For users who have installed the SalesNOW-Outlook Add-In it is possible to create SalesNOW tasks directly from Outlook. To do this, please follow these steps.

1. From your Outlook, open the SalesNOW Add-In.
2. Click Create Task
3. From the drop-down list, please locate and select the SalesNOW Contact you would like to associate with this new task.
4. Please select the desired contact, and click Create Task
5. Please choose the start date and end date for the task and write any messages you would like to see in this record.
6. If there is a Lead or Deal in your SalesNOW account that you wish to have this task associated with, please click Lead/Deal under SalesNOW Associations and select the record you wish to have associated to this task.
7. Finally, once all of the meeting details have been entered, please click Save and Send