Creating Tasks

Tasks that you create within SalesNOW on the iPad will be synchronized with SalesNOW on the Web and your iPad calendar.

To create a task within SalesNOW on the iPad, follow these steps:

1. Tap Tasks on the tab bar.
2. Tap Add to create a new task record.
3. Enter the task's information. (See Creating Records)
4. To associate the task to a specific contact, tap the Contact field and either:
   1. Select an existing contact by tapping the contact name to which you would like to associate. (Note: if the contact is associated with a company, that company will automatically be associated to the task as well.)
   2. Add a new contact by tapping the +and entering the contact information and then tapping Save
5. Enter any custom information related to the task. (Note: the custom fields will not appear if there are no custom fields that have been added on the task document by your SalesNOW Administrator. Once the custom information has been added, the custom information will appear within the custom sub-tab.)
6. Once you have completed entering all of the data into the task record, tap Save to save this new task record.

Note Tasks can be created directly from a Contact, Company, Lead , Deal or Case record. Simply open the contact, company, lead, deal or case record, and tap New Task.

See Also:

Synchronizing Data

Creating New Records

Viewing and Editing Records

Deleting Records

Restoring Deleted Records

Managing Records