View Upcoming Tasks for an Account

1. Click on the Accounts module.
2. Click on the Account name.

3. Upcoming Tasks can be viewed inside the account’s profile page (as shown below).

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• 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).

• Navigating Through the Account'S Profile Page

  Navigate to the Accounts module. Click on the Account name to navigate through the profile page. Profile name can be seen along with shortcut icons to open Email, Call, Meeting, Note, and Search. Can be navigated to My interactions, Service History, ...

• Navigating Through the Account's Profile Page

  Navigate to the Accounts module. Click on the Account name to navigate through the profile page. Profile name can be seen along with shortcut icons to open Email, Call, Meeting, Note, and Search. Can be navigated to My interactions, Service History, ...

• 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 '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).