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 Web, follow these steps:

In the main tab menu or from anywhere within the application, click the Tasks tab.
Click on create task at the top right of the task list.
Enter the task information. Type the subject of the task in the mandatory Subject field. Press the TAB key to move to the next field or click the mouse in the field that you would like to complete
To associate the task to a specific contact,

Select an existing contact by clicking the magnifying glass $image\ebx_-752130004.gif$ next to the contact field 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.)
Add a new contact by clicking the green plus sign $image\ebx_-580437850.gif$ and entering the contact information and clicking save and close

To associate the task to a specific company,

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
Add a new company by clicking the green plus sign $image\ebx_-580437850.gif$ and entering the company information and clicking save and close

To associate the task to a specific lead or deal,

Select either Lead or Deal in the left drop-down box.
Select an existing lead/deal by clicking the magnifying glass $image\ebx_-752130004.gif$ and clicking on the lead/deal name to which you would like to associate. By default, the system displays only the leads/deals that are associated with that contact or company. If you would like to remove that filter, click on the Filter box at the top right of the selection box and click Remove Filter.

Select the task type, status and priority. To enter the task start date and time, due date and time or reminder date and time, click on the check box next to the field that you'd like to set and enter the information. If you set a reminder date and time - once the task has been synchronized to SalesNOW on your BlackBerry and your BlackBerry Task list you will automatically receive a reminder for the task on your BlackBerry.
Enter the task notes.
Enter any custom information related to the task. (Note: the custom bar will not appear if there are no custom fields that have been added on the task document by your SalesNOW Administrator. See Customizing SalesNOW)
1. Click Save & Close to save this task and display this task record, or
2. Click Save & New to save this task and start entering a new task, or
3. Click Cancel to not save this task and return to the task list.

Note: Tasks can be scheduled directly from a Contact, Company, Lead or Deal record. Simply click other and create task at the top right of the record.

Creating Tasks

See Also: