Creating an End of Week Task in Salesforce
Tasks are a great way to stay on top of your deal work! Here's an example Tango you might choose to replicate.
Salesforce
1. In Sales Console, click on Show Navigation Menu
2. Click on Tasks
3. Click on New Task
4. Search Subject
5. Type note into input
6. A. Search an account in the Related To field
6. B. Select an option
7. Click Due Date
8. Pick a date
9. Click on Save
