Tasks Overview 

Task records in SalesNOW store information about activities such as to-do items and reminders that you want to track through to completion. A task can have a due date, a start date and even a reminder date to help you manage your follow-up on your activities. To create a task, see Creating Tasks.

Task records in SalesNOW store a variety of information, each separated by a green title bar, including:

• General Information this is the task's basic information such as the task's subject, contact and/or company association, lead or deal association, type, status, priority, start date, due date, reminder date and notes.
• Custom this section stores information from any custom fields that may have been added to the task record by your SalesNOW Administrator. Note: the custom bar will not appear if there are no custom fields that have been added on the task document.
• Contacts this section stores the names of any contacts that have been associated with this task and also their roles.
• Companies this section stores the names of any companies that have been associated with this task and also their roles.
  

See Also:

Creating Tasks

Viewing and Editing Records

Deleting Records

Restoring Deleted Records