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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.
Navigating through the Deal profile page
On the Deal’s profile page, you can view and manage Deal Details, Interactions, My Tasks, and Notes related to the Deal. Details about the Deal: - Once the Deal profile is opened, the logged-in user can view complete details of the deal, such as ...
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 all My Tasks for a prospect
Navigate to the Prospects module and click on it. Click on the Prospect Name for which you want to view the Task. Click on the My Tasks. On the right side My Tasks window will open with the Task.
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 ...