Tasks

Tasks

Document number: 11340

Tasks

Create a new Task through Opportunities

Navigate to Sales, Opportunities, Use, and then Opportunity
In the Opportunities page, open an existing Opportunity
Click the Tasks tab.
Populate the following fields: Representative (pertains to customer contact) and Assigned To (Sales User assigned to this task. Please note that by doing this, you are giving the Sales User visibility to this Opportunity), Task Status, Task Type, Subject, Task Date and Start Time.
Click Save

Create a new Task through Leads

Navigate to Sales, Leads, and then Lead Details.
In the Lead page, open an existing Lead
Select the Tasks tab.
Populate the following fields: Representative (pertains to customer contact) and Assigned To (Sales User assigned to this task. Please note that by doing this, you are giving the Sales User visibility to this Lead), Task Status, Task Type, Subject, Task Date and Start Time.
Click Save

Note: Tasks can only be assigned to a Lead as long as it has not been converted to an Opportunity.

Viewing Tasks

Each Task linked to a Lead or Opportunity will be added to the calendar of the person in the Assigned to field on the Task.
To view your Calendar, navigate to Workforce and then select Monthly Calendar.
Search for your calendar by using the different criteria on the Search page.
Select your calendar record from the Search results to view the Calendar.
When you change a Task Status to either Completed or Cancelled, the system removes the Task from the active list and adds it to the Task History.
To view Task History for a Lead, navigate to Sales, Leads, and then Lead Details.
- In the Lead page, open an existing Lead that has a cancelled/completed task.
- Click the Task History link from the Lead header
To view Task History for an Opportunity, navigate to Sales, Opportunities, and then Opportunity Details.
- In the Opportunities page, open an existing Opportunity that has a cancelled/completed task.
- Click the Task History link from the Opportunity header