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This guide explains how to manage pending tasks for Salesforce Leads using the EazyBe WhatsApp Extension. Track and save tasks directly from your WhatsApp conversations.

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Creating a Lead Task

1

Open the WhatsApp Chat

Access the WhatsApp conversation associated with your Salesforce Lead contact.
2

Open Salesforce Integration

Locate and select the Salesforce icon positioned in the right sidebar of the browser extension.
3

Navigate to Tasks Section

Under the Lead Section, find the third header labeled Tasks and click to open it.
4

Create New Task

Click the New Task button to initiate task creation.New Task Button
5

Save Task

Input the task details and select Save Task to store the entry.Save Task Form

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Managing Tasks

Once a task is created, you can view and manage it directly from the Tasks section. Task Management Options Use the three-dot menu to:
  • Edit - Modify task details
  • Delete - Remove the task
Tasks are synced directly to Salesforce when you save. The task information will be reflected in your Salesforce Lead record.

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Need Help?

If you have any questions or need assistance, contact our support team at [email protected].