Overview

Table of content

Step-By-Step

How create task, use grouping field

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

Syensqo IS - Customer Support > A1910 - New task > image2016-9-14 13:26:1.png

Scroll down to the "Open Activities" related list and click in "New Task”

Syensqo IS - Customer Support > A1910 - New task > image2016-9-14 13:26:55.png

New Team Member

Account => the buyer name is automatically fill in this square ” X COMPOUND”

1- Type => Put manager in" Chosen “

2- User => fill the name “Click on the magnificer at the right of the "User" Field

3- Select the Buyer

4-Save

Step 4 Description

Step 5 Description

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Step 8 Description