Overview
Tasks help you to track and measure the activities associated with your patients
Table of content
Step-By-Step
How create task, use grouping field
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- 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"
In Lookup: select always "all fields“ This allows for more results in research
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How to ask for assistance?
Dear SalesForce Convergence user,
For any question or issue regarding Convergence, please :
- create a request in Service One with the following information:
- I want to update data in Convergence → Maintain data ownership in CONVERGENCE
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- Process : Data & Analysis
- PTP-Subprocess: Purchasing Tools Support
- PTP-Category: Convergence
For account creation, please refer to here.
Thank you very much,
Convergence Team.
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