Do you have a pending task that you need to save and track later? Don’t worry! The Task Section of EazyBe’s Salesforce integration has got you covered. Follow these simple steps to stay on top of your tasks.
Open the WhatsApp Chat
Open the WhatsApp chat of your Salesforce lead.
Click on the Salesforce Icon
Click on the Salesforce icon in the right sidebar of the extension.
Access the Tasks Section
Under the Lead Section, locate the third header labeled Tasks and click on it to access the section.
Create a New Task
Click on the New Task button.
Save the task
Enter the task details and then click Save Task.
Manage your Created Task
You can view your created task. You can also Edit or Delete a created task by clicking on the three dots.
We hope this article has helped you better understand how EazyBe works! If you have any questions or need further assistance, feel free to reach out to us at [email protected]. We're happy to help!