Sunday, 25 June 2017

Task/Activities in Lightning


Create new task/Activity go to Account/contact page.

Click on New Event tab in Activity Section.











Enter start date, end date, Location, select contact or lead from Name field. Enter Assigned To vale. By default it will be assigned to person who creates it.


We can view event from Next Steps section, once event is created.


Closed Tasks can be seen from Past Activity section.

No comments:

Post a Comment

Please add your comments here