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. 1. In Sales Console, click on Show Navigation Menu

    In Sales Console, click on Show Navigation Menu

  2. 2. Click on Tasks

    Click on Tasks

  3. 3. Click on New Task

    Click on New Task

  4. 4. Search Subject

    Search Subject

  5. 5. Type note into input

    Type note into input

    1. 6. A. Search an account in the Related To field

    2. 6. B. Select an option

    A. Search an account in the Related To field B. Select an option

  7. 7. Click Due Date

    Click Due Date

  8. 8. Pick a date

    Pick a date

  9. 9. Click on Save

    Click on Save