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New Task

This example shows you how to schedule a call to all contacts where you are the Account Manager, and the where the contact is based in New York. This is carried out using the results of a search on the Person list.

To schedule the calls:

Right-click or hover over the Find menu button, and select Person. The person Find page is displayed.
Type in the search criteria, for example, New York in the City field, and your name, for example Susan Maye, in the Account Manager field.
Select the Find action button on the right-hand side of the screen. A list of people matching the search criteria is displayed. A new set of action buttons are also displayed on the right-hand side of the page. Note: You can also run actions on lists generated from Saved Searches. For more information Saved Searches, please refer to Finding Information.

Select the New Task button on the right-hand side of the screen. Note: The New Task button available from the New menu button on the left-hand side of the page merges a single contact’s details with a new task. The actions on the right-hand side of the screen will create a new task for each contact in the current list. The Enter Task Information page is displayed.

For details of all the fields on this page, except for the Scheduling Options, refer to Scheduling a Callback. For details of the Scheduling Options refer to Scheduling an Internal Telesales Activity.
Complete the information for the scheduled task, and select the Save button. Pending tasks are displayed in the Calendar tab of the user they are scheduled for.

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