Do you have a pending task, you want to save it so that you can track it anytime you want. Don’t worry, The Task Section of the EazyBe’s Salesforce’s Integration comes to your rescue.
Open the WhatsApp chat of your Salesforce lead.
Click on the Salesforce icon in the right side-bar.
The third header under the Lead Section will be the tasks one, click on it and you can access the section.
Click on the New Task button.
Enter the details and click on the Save Task button.
You can see your created task.
You have an option to either view the task directly in the Salesforce by clicking on the View Task on Salesforce button. You can also Edit or Delete the created task by clicking on the three dots.