Schedule follow-up tasks and keep an active work plan. Set reminders and keep track of important details. Eliminate the chance of forgetting a valuable customer.
After reading this article you will be able to:
- Navigate to a sales up
- Schedule a new task
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience.
Step One: Navigate to a Sales Up
- Click the App Launcher icon.
- Type Sales Up in the search area.
- Click Sales Up.
- Select desired sales up.
Step Two: Schedule a New Task
- Click the Activity tab.
- Click the New Task sub-tab.
- Fill in the * required information.
- Click Save.
Learn how to Complete Tasks.