View All 'Upcoming Tasks' for a Contact

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• 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.

• View All 'My Tasks' for a Contact

  Click on the Contacts tab. Click on the contact name (for example, Anand Krishna) for which you want to view task history, as highlighted in the figure below. You will be directed to a new page where you need to click on the "My Tasks" tab which is ...

• 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 Upcoming Tasks for an Account

  Click on the Accounts module. Click on the Account name. Upcoming Tasks can be viewed inside the account’s profile page (as shown below).

• View Upcoming Tasks for an Account

  Navigate to the Accounts module. Click on the Account name. Upcoming Tasks can be viewed inside the account’s profile page (as shown below).