To-do Table

  • Article

Contains all the to-dos that have been assigned to salespeople and teams. A to-do can be organizing meetings, making phone calls, and so on. You can assign as many to-dos to a salesperson or team as you want.

When you create a new to-do, you must do the following:

  • Assign it to a salesperson or team.

  • Specify a contact and/or a campaign that the to-do involves.

You can also specify the type of to-do, the priority it has, and the date on which it should be completed.

When a to-do has been assigned to a team, it can be delegated to a salesperson within this Team table. To-dos can be linked to opportunities or campaigns, and can involve a segment.

List of Fields in the Table

Field Location
Team To-do Field, To-do Table Relationship Management
Last Time Modified Field, To-do Table Relationship Management
Recurring Date Interval Field, To-do Table Relationship Management
Duration Field, To-do Table Relationship Management
Closed Field, To-do Table Relationship Management
System To-do Type Field, To-do Table Relationship Management
Wizard Contact Name Field, To-do Table Relationship Management
Campaign Description Field, To-do Table Relationship Management
Attachment No. Field, To-do Table Relationship Management
Starting Date Field, To-do Table Relationship Management
No. of Attendees Field, To-do Table Relationship Management
Priority Field, To-do Table Relationship Management
Team Code Field, To-do Table Relationship Management
Salesperson Code Field, To-do Table Relationship Management
Contact Name Field, To-do Table Relationship Management
Wizard Campaign Description Field, To-do Table Relationship Management
Calc. Due Date From Field, To-do Table Relationship Management
Opportunity No. Field, To-do Table Relationship Management
Activity Code Field, To-do Table Relationship Management
Language Code Field, To-do Table Relationship Management
Campaign No. Field, To-do Table Relationship Management
Contact Company Name Field, To-do Table Relationship Management
Subject Field, To-do Table Relationship Management
Date Closed Field, To-do Table Relationship Management
Wizard Step Field, To-do Table Relationship Management
Ending Date Field, To-do Table Relationship Management
Ending Time Field, To-do Table Relationship Management
Segment No. Field, To-do Table Relationship Management
Unit Duration (Min.) Field, To-do Table Relationship Management
Contact Company No. Field, To-do Table Relationship Management
No. Series Field, To-do Table Relationship Management
Team Meeting Organizer Field, To-do Table Relationship Management
Starting Time Field, To-do Table Relationship Management
All Day Event Field, To-do Table Relationship Management
Type Field, To-do Table Relationship Management
Attendees Accepted No. Field, To-do Table Relationship Management
Unit Cost (LCY) Field, To-do Table Relationship Management
Send on finish Field, To-do Table Relationship Management
Salesperson Name Field, To-do Table Relationship Management
Segment Description Field, To-do Table Relationship Management
Opportunity Description Field, To-do Table Relationship Management
Interaction Template Code Field, To-do Table Relationship Management
Last Date Modified Field, To-do Table Relationship Management
Canceled Field, To-do Table Relationship Management
Description Field, To-do Table Relationship Management
No. Field, To-do Table Relationship Management
Wizard Opportunity Description Field, To-do Table Relationship Management
Opportunity Entry No. Field, To-do Table Relationship Management
Recurring Field, To-do Table Relationship Management
Comment Field, To-do Table Relationship Management
Location Field, To-do Table Relationship Management
Status Field, To-do Table Relationship Management
Completed By Field, To-do Table Relationship Management
Organizer To-do No. Field, To-do Table Relationship Management
Team Name Field, To-do Table Relationship Management
Contact No. Field, To-do Table Relationship Management

See Also

Reference

To-do List
Team
Opportunity
Campaign
Segment Header