Overview

 

 

Table of content


Step-By-Step

 



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 “AccountA R WILFLEY AND SONS

 

 

 



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

 

 

 


 


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

 




Click on email Link

 

 




The supplier can modify the task by clicking on Edit

 

 


Select “Submitted” in view menu supplier status

Click on Save


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Step 6 Description

 

 


Step 8 Description