Friday, October 20th, 2006
Daily Archive
Dreamforce Videos - See what happened!
Posted by Peter Mitton on 20 Oct 2006 | Tagged as: Uncategorized
Jamie, over at http://blogs.salesforce.com has posted a series of videos from Dreamforce.
If you are like me, you wanted to be there, but couldn’t. So these videos are an excellent resource to explore and learn about what happened at Dreamforce this year. It makes me want to go to next years event.
Task Management Tools Lesson 2: Creating Custom Fields
Posted by Peter Mitton on 20 Oct 2006 | Tagged as: Sales Process, User, Administrators, Tips and Tricks
In Part 2 of our series, we discussed how we create tasks for ourselves and other team members and where to find those tasks again later. In part 3, we continue the process of organizing and presenting that information in a concise and easy to follow manner.
So, in this lesson, we continue to examine the creation and use of reports to help manage our tasks. If you recall from our earlier discussion, we generally want to know the following things about individual tasks…
- What is the Task.
- Who is the Task assigned to.
- When was it assigned.
- When is it due (if has a due date).
- Is it on time, or is it late
More below the fold!
