Tutorial: Creating Task
Creating Task
Through Task interface user can create new task.
Entry Type: Select entry type from drop down list (Mandatory)
Opportunity Tag/Lead Tag/Contact Tag/Account Tag: This will change as per the entry type selection. Select the required from the drop down list
Activity Type: Select activity type from drop down list. Phone Call, Email, Call Up Prospect etc. are some examples of task type.(Mandatory)
Due Date: Enter due date of task with the help of calendar pop up (Mandatory)
Time: User is able to set time using clock
Allocated To: Select the name of the sales person who is to be allocated to the task (Mandatory)
Remarks: Enter any remarks on task (Mandatory)
Click 'Continue' and 'Save'.
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