Creating Tasks

Tasks that you create within SalesNOW on the iPhone will be synchronized with SalesNOW on the Web and your iPhone calendar.

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

1. Tap Tasks on the tab bar. If the Tasks tab is not visible, tap More, and then tap Tasks
2. Tap + to create a new task record.
3. Enter the task's information. (See Creating Records)
4. To associate the task to a specific contact, tap the Contactfield and either:
   1. Select an existing contact by tapping 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.)
   2. Add a new contact by tapping the +and entering the contact information and then tapping Save
5. 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 task document by your SalesNOW Administrator. Once the custom information has been added, the custom information will appear within the custom sub-tab.)
6. Once you have completed entering all of the data into the task record, tap Save to save this new task record.

Note: Tasks can be created directly from a Contact, Company, Lead , Deal or Case record. Simply open the contact, company, lead, deal or case record, tap More and then tap New Task.

See Also:

Synchronizing Data

Creating New Records

Viewing and Editing Records

Deleting Records

Restoring Deleted Records

Managing Records