CRM - Task Definition CRM - Task Definition
The Task Definition gives information and direction to the TeleTracker Online user when they open a Task.
All items marked in RED are required fields and must be populated before the Task Definition can be saved.
Code: Enter
a Code for the Task Definition. The
Code cannot contain any spaces or special characters.
Example 1: CONTRACTRENEW (For Contact Type)
Example 2: CALLNOANSWER (For Pending Type)
Valid From / Valid
To: Select
the appropriate dates for which the Task Definition will be valid.
Description: Enter important information relating to the task
you wish the user to perform or a description of what the task defines.
Example 1: "The customer's contract period will expire in 5 days. Check the Renewal Activation Specials sheet. Contact the customer and inform them of the specials."
Example 2: "This callback is pending. Initial contact was attempted - Customer did not answer phone."
Type: The
Type field identifies what kind of Task Definition you are creating.
Contact: Select the Contact Type for initial contacts with customers.
Pending: Identifies that actions have been taken, but the task has yet to be completed.
Complete: Identifies that the task is complete and no further action will be taken.
To
save the Task Definition, click the 
button
located on the toolbar.
Task Definition -- Task Rule -- Recurring Task Rule -- My Current Tasks