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Viewing ActivitiesSiebel CRM On Demand keeps your activities in the forefront by showing them on several pages:
NOTE: You can also synchronize your activity records with the Offline edition of Siebel CRM On Demand as well as with Microsoft® Outlook. About Managing TasksOne way of managing tasks is to prioritize them by importance or urgency. You prioritize a task by assigning it a level, such as High, Medium, or Low. Each level has a corresponding character or icon to indicate the priority of the task (up arrow for High, no arrow for Medium, down arrow for Low). You change the priority level of a task on the Task Edit page. NOTE: Tasks appearing in red are past their due date. For information about the Group Task List tab, available for companies that use the Group feature, see Viewing Group Task Lists. | ||
Published 05/11/2007 |