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).

• 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).

• View All 'Upcoming Tasks' for a Contact

  Click on the Contacts module. Click on the Contact. The Upcoming Tasks will be shown in the bottom middle of the screen (as shown 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’.