Support Center

Tracking Tasks, Emails, and Meetings

  • Activities Overview

    Activities include tasks, calendar events, and requested meetings. You can define and track activities for man...

    Aug 03, 2017 11:18AM CDT
  • Using the Open Activities Related List

    The Open Activities related list displays: Open tasks Open events Requested meetings The...

    Aug 03, 2017 11:15AM CDT
  • Requesting a Meeting Using Cloud Scheduler

    Before you use Cloud Scheduler to request a meeting with a contact, lead, person account, or other Congregatio...

    Aug 03, 2017 11:15AM CDT
  • Creating Events

    In the Calendar section of the Home page, click New Event. Enter the event details. In the Name field, ent...

    Aug 03, 2017 12:00PM CDT
  • Creating Tasks

    Track the tasks you perform, such as making phone calls or sending email. To create a task click New from...

    Aug 03, 2017 11:35AM CDT
  • Closing Tasks

    To close tasks: On the My Tasks section of the Home tab or on the My Tasks section of the calendar day view...

    Aug 03, 2017 11:15AM CDT
  • Using Your Tasks and Calendar on the Home Page

    From the Home page, you can view, create, and edit tasks and events. If you have Salesforce for Outlook instal...

    Oct 28, 2013 09:21PM CDT

Contact Us

  • Email Us
  • Congregation Connect support is available via email. Please email and one of our Support Specialists will respond as quickly as possible.
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