Creating Tasks

Tasks that you create within SalesNOW on the Web will be synchronized with SalesNOW on your BlackBerry, your BlackBerry Tasks and your BlackBerry calendar - if you set that option within your BlackBerry Calendar Options (See Synchronizing Data).

To create a task within SalesNOW on the BlackBerry, follow these steps:

  1. In the main tab menu highlight the Tasks tab and click the trackball

  2. Click the menu button and select New Task

  3. Enter the task's information. Scroll the trackball to the next field that you would like to complete (See Creating Records)

  4. To associate the task to a specific contact,

    1. Select an existing contact by clicking the magnifying glass image\ebx_-752130004.gif and clicking on the contact name to which you would like to associate. (Note: if the contact is associated with a company, that company will automatically be associated to the Task as well.), or

    2. Add a new contact by clicking the green plus sign image\ebx_-580437850.gifand entering the contact information, pressing the Escape key and clicking Save

  5. To associate the task to a specific company,

    1. Select an existing company by clicking the magnifying glass image\ebx_-752130004.gif and clicking on the company name to which you would like to associate, or

    2. Add a new company by clicking the green plus sign image\ebx_-580437850.gifand entering the company information, pressing the escape key and clicking Save

  6. Enter any custom information related to the task. (Note: the custom fields will not appear if there are no custom fields that have been added on the lead document by your SalesNOW Administrator. Once the custom information has been added, the custom information will appear within the custom sub-tab.)

  7. Once you have completed entering all of the data into the record, click Escape to choose one of three options:

    1. Save to save this new task record

    2. Discard to not save this new task record

    3. Cancel to continue working on this new task record

Note: Tasks can be created directly from a Contact, Company, Lead , Deal or Case record. Simply highlight the contact, company, lead, deal or task record, click the menu button and click New and press New Task.

See Also:

Synchronizing Data

Creating New Records

Viewing and Editing Records

Deleting Records

Restoring Deleted Records

Managing Records