Add Task for an Account

1. Navigate to the Accounts module.
2. Look for the account name.

3. Checkmark/ Select account name. 
4. Click on Add Task.

5. On the right-hand side popup, the heading must show Add Task.        
6. Enter the Subject as per the task.
7. Enter notes if required for the task.
8. Assign should be “Myself” and others if required.
9. The due date can be manually selected/changed.
10. Recipients can be selected if required.
11. The task type can be selected using the down arrow to “Any, Call, Email, Meeting”. 
12. Click on the Save button to save and exit.
    

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