Tasks Overview 

Task records in SalesNOW store information about activities such as to-do items and reminders that you want to track through to completion. A task can have a due date, a start date and even a reminder date to help you manage your follow-up on your activities. To create a task, see Creating Tasks.

To display a task record, tap the Tasks at the bottom of the screen. This will display the tasks list. Next, tap the record name to display a specific task record.

Task records in SalesNOW store a variety of information. The General Information is stored within the main body of the record. To edit the record's General Information, swipe down from the top frame and tap Edit. Once you have made the necessary changes tap Save.

Task records also store Related Information, such as custom information and contact & company associations. To edit the record's Related Information, scroll to the bottom of the page of an open task record and tap one of the related lists.

See Also:

Creating Tasks

Viewing and Editing Records

Deleting Records

Restoring Deleted Records