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1. From CRM module, click Activities.
2. All Activities search screen will appear:, there will be 4 tabs (All Activities, My Activities, Open Activities and Sales Rep Summary)
3. To create task, click New Task toolbar button. Task screen will appear:
4. Enter value for *Subject.
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6. User can select Entity, Contact, Company Location, Status, Priority, Category, Assigned To and Show Time As from their respective drop downs.
7. To add ParticipantsAttendees, click Participants Attendees tab. In Attendees tab, click Insert button. Participants screen Attendees screen will appear, select participants then attendees then click Select toolbar button.
8. To add Notes, click Notes tab. Enter notes on the space provided then click Save button (button will appear after typing the notes).
9. To add Attachments, click Attachments tab. Click Add Item button then select attachment to be added.
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