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’.
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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 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).
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 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.