Overview

In this secetion, you can see how to add the New task after sending a CSR assessment

Table of content

STEP 2

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- Tick box create Recurring Series of Tasks” Frequency

10- Choose the “due date” and End Date in the related field

11- Select Reminder in view menu ‘on occurrence date at time for each occurrence,

12- Click on "Save"

Dear SalesForce Convergence user,

For any question or issue regarding Convergence, please :

For account creation, please refer to here.

Thank you very much,

Convergence Team.