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Adding a Task in Contact Manager

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Last Updated: June 25, 2009 3:11 PM

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

  1. Log in to your Contact Manager.
  2. Click any Add Task button.
  3. 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.
  4. Click Save.

View your new task on the Tasks page, or directly from the Contact's details page.