Page 37 - Sales Mobility eBook Training Deck
P. 37
How to attach 1 Task to Multiple Customers
6 Tap on the Customer so that a tick appears 7
next to the name. You can continue to 6
search.
9
7 When completed tap on Done 8
8 A list of Customers will be displayed. You can
add more if you need to from here.
9 Tap on Confirm to create Tasks or tap on
Cancel to cancel the Task
10 From the Call Cycle screen start the Call->Tasks and you will see the Task
that you created for the Customer under the heading MyTasks
