Sales CRM Solutions
- CRM Solutions Essentials
- Marketing Automation
- Workflow Automation
- Workflow Automation
- Workflow Applies To
- Workflow Conditions
- Workflow Actions
- Workflow & Landing Pages
- Workflow & Custom Forms
- Workflow & Marketing Automation
- Task Management & Workflow
- Enabling Task Management
- Task Management Reporting
- Task Management Examples
- Workflow & Integration with other Systems
- Sales Force Automation
- CRM Features
- Online CRM
- CRM Software
- CRM Extended
- Database Management
- Contact Management
- CRM Articles
- CRM Overview
Enabling The Task Manager
If you are a user that is listed in the hierarchy (Group, Account Manager, Business Partner or Partner Rep) and you don’t see ‘My Tasks’ in the list of shortcuts on the right hand side of the home page, then the labels for the Task Manager have been suppressed.
To enable the Task Manager labels click on Admin / Customize Pages / Home Page and enable the ‘My Tasks’ label.
Tasks are associated with a specific record and as such can only be assigned to the Group, Account Manager, Partner or Partner rep associated with the record.
In addition to activating the label you’ll also want to create the email notification content for assigned tasks – click on Admin / Email Notification Content. There are two templates that need to be customized for your use - Task Assignment Notification for Email and Text Messaging.
Figure –33-
Click here to send us an email and we'll send you a user ID & password to our system so you can see for yourself just how easy it is to manage your leads with LeadMaster. No strings attached.
Give us a call at 800-699-4164 and we'll connect you with one of our CRM experts. We've helped hundreds of companies just like yours. Don't waste another day. Give us a call - you'll be glad you did.