Syensqo IS - Customer Support

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Overview

  

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 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

Step 4 Description

 

 

 

 

STEP 5

Step 5 Description

 

 

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STEP 6

Step 6 Description

 

 

STEP 8

Step 8 Description

 

 

 

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