View all My Tasks for a prospect

• Related Articles

• View all 'Upcoming Tasks' for a Prospect

  Click on the Prospects module. Click on the Prospects name. The Upcoming Tasks will be shown in the bottom middle of the screen (as shown below).

• View Notes for a prospect

  Navigate to the Prospects module. Click on the Prospect Name for which you want to view the Notes. Click on the Notes. On the right-side Notes window will open with the Notes below.

• View 'My Tasks' for an Account

  Navigate to the Accounts module. Click on the Account Name for which you want to view ‘My Tasks’. Click on the ‘My Tasks’ tab. The system will show all the tasks performed against that account for the logged in user under ‘My Tasks’.

• View My Tasks in a Deal

  Navigate to the Deals module. Click on the Deal Name wherein you want to view the ‘My Tasks’. Go to ‘My Tasks’ tab. The system will list down all the Tasks categorized in Overdue, Pending and Completed under ‘My Tasks’ tab.

• View Upcoming Tasks for a Deal

  Navigate to the Deals module. Click on the Deal Name wherein you want to view the ‘Upcoming Tasks’. The system will show the task(s) which needs to be performed under the Upcoming Tasks tab.