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    • "Tasks, Calendars & Communications" Articles:


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      Communicating with Your Team Internally using Causeview

      Salesforce has its own native social media platform built right into the application called Chatter. Chatter allows you to coordinate and collaborate within your...

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      Automate the Creation of Tasks

      Salesforce allows you to automate the creation of tasks based on a certain set of criteria (i.e. you can set a rule that someone will receive a task to follow...

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      Using Tasks

      Tasks are the activities that must be completed but do not have a specific start time. My tasks show a listing of these activities and access to the edit screen...

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      The Basics of Organizing Your Day in Causeview

      Using Causeview to organize your day is a great tool to help your organization coordinate projects and work together. The Calendar provides a list of all events...

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