Adding a Task in Contact Manager
You can create tasks associated with your contacts. Tasks help you stay in touch with your contacts and can serve as reminders to offer a new deal or follow-up on a prior order.
NOTE: In addition to creating new tasks, you can edit, delete, or manage existing tasks from the Tasks page. See Managing Tasks in Contact Manager for details.
To Add a Task
- Log in to your Contact Manager.
- Click any Add Task button.
- On the New Task page, complete the following fields:
- Contact Name
- The name of the contact with whom you want the task associated. Note: When you begin typing, the system auto-completes from your existing contacts.
- Task Type
- Indicates the type of action required for the task.
- High Priority
- Flags the task as high priority.
- Task Description
- Open text field for details and information about the task.
- Due Date
- Optional field for scheduling a due date for the task.
- Click Save.
View your new task on the Tasks page, or directly from the Contact's details page.
