Overview
In this section, you will find information about:
Table of content
Step-By-Step
Creation Process | |||
|---|---|---|---|
As Account Manager I want to find my Interviewed Account so that I can Selected the VOC Record and create VOC Actions | |||
A- Using Global Search, Select the Interviewed Account B- At Account details, mouse over VOC C- At the list shown, select the VoC you wish | |||
A- At the VOC Details, mouse over Open Activities B- Click on "New VOC Action" button | |||
A- Fill in all mandatory and optional fields B- Click "Save" button | |||
A- Each VOC detail page you will find Open Activities list for that VOC B- Each VOC detail page you will find Activities History (completed tasks) list for that VOC | |||
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