Overview
Table of content
Step-By-Step
STEP 1
Account Owner you can Create “New task”
1- In Tabs => Click on “Accounts”
2- In View Menus => Select “My Accounts”
3- In ListViews => Click on “Account” A R WILFLEY AND SONS
STEP 2
Scroll down to the "Open Activities" related list and click in "New Task”
STEP 3
1- Click on the "Name" magnifier (Click on the lookup field. Write the name of the contact or the supplier you are searching. Choose "All Fields" in the "Search" requirements under the lookup window. Click "Go!“)
2- Tick box on the "Create a Supplier Action" little square box to engage the supplier in the process
Click on "Save"
The supplier's task view
STEP 4
Click on email Link
STEP 5
The supplier can modify the task by clicking on Edit
STEP 6
Select “Submitted” in view menu supplier status
Click on Save
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