Overview
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Table of content
Step-By-Step
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Open your visit Minute “VM-000142”
Scroll down to the “Action Plans" related list and click in "New Task”
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- Click on the "Status" field and choose "Open“
4- Click on the "Subject" field and write the title of the task
5- Click on the "Description" field and write the description of the task
6- Click on the "Root Cause" field and write the Root Cause of the task
7- Click on the "Comments" field and write some comments about the task
8- Click on the "GPS Axis"magnifier “
9- Create Recurring Series of Tasks” Frequency“
10- Select Reminder in view menu ‘on occurrence date at time for each occurrence,
11- Choose the “due date” and End Date in the related field
12- Click on "Save"
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
Related articles
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Step 6 Description
Step 8 Description