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New task
This example shows you how to schedule a call to all contacts based in New-York, and where you're the account manager. You can use the results of a search on the Person list.
To schedule the calls:
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Right-click or hover over Find and click Person.
- Enter search criteria. For example, New York in City and your name in Account Manager.
- Click Find. A list of people matching the search criteria is displayed. A new set of action buttons are displayed on the right-hand side of the page. Note: You can also run actions on lists generated from Saved Searches. For more information about Saved Searches, see Finding information.
- Click New Task. The Enter Task Information page is displayed. For details of fields on this page, except for the Scheduling Options, see Scheduling a callback. For details of the Scheduling Options, see Scheduling an internal telesales activity.
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New | Task on the left -hand side of the page merges a single contact’s details with a new task. New Task on the right-hand side of the screen creates a new task for each contact in the current list.
- Complete the information for the scheduled task, and click Save. Pending tasks are displayed in the Calendar tab of the user they are scheduled for.
See Also:
Start mail merge
Introduction to list actions
Send emails
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