Overview

Tasks help you to track and measure the activities associated with your patients

You can Create Recurring Series of Task
- Frequency (Daily, Weekly, Monthly, Yearly)

Table of content

STEP 3

1- In the “Grouping field”, write the name of the Action Plan”

2- Choose for example “Commercial Follow-Up" in the field "Type” View menus

3- Choose the “due date” in the related field

4- Click on the "Status" field and choose "Open“

5- Click on the "Subject" field and write the title of the task

6- Click on the "Description" field and write the description of the task

7- Click on the "Root Cause" field and write the Root Cause of the task

8- Click on the "Comments" field and write some comments about the task

9- Type the name of the Visite Minute you are searching in the Lookup field. Click on it in the list

10- Click on the "GPS Axis" magnifier

11- Desactivate the Reminder by clicking on the "Reminder" little square box

12- Click on "Save"

Dear SalesForce Convergence user,

For any question or issue regarding Convergence, please :

For account creation, please refer to here.

Thank you very much,

Convergence Team.