How to Assign task to Accounts?

Assign Task Definition : Whenever you want to do any action / activities / follow up then you can assign task to yourself or your colleague, your sales team or some users.

Below are few applications to assign tasks.

  • Assign task to yourself when you are visiting client, calling client
  • Assign task to your sales team / service team to visit, call client

Advantages to assign tasks

  • Track your team visit, call, follow up
  • Reduce your communication time
  • No need to meeting, email and telephone call

How to Assign task to Accounts?

  • Select Accounts
  • Click New Task

Accounts Assign Tasks

  • Assigned to : yourself or your team
  • Subject : Select Subject e.g. Call, Visit, Follow up etc. ( you can customize as per your requirements ).
  • Due Date : When you want this tasks to Finish. Select that date.
  • Status : You can select status of this particular task.
  • Priority : You can select priority for this particular task.
  • Comments : Write your comments / message for this particular task.
  • Reminder : If you want any reminder for this particular task.
  • Attach File : If you want to share any files with this particular task then you can attach with task.

New Task

You can see above task in Open Activities under Accounts section.

Open Task

When you changed status to “Completed” it will display into “Activity History“.

Activities Histroy

Above is one example to assign task for any Accounts. You can do with other task like Visit, Meeting etc.

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