> ## Documentation Index
> Fetch the complete documentation index at: https://help.eazybe.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Lead Tasks

> How to create and manage Salesforce lead tasks from WhatsApp using EazyBe

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.

## Creating a Lead Task

<Steps>
  <Step title="Open the WhatsApp Chat">
    Access the WhatsApp conversation associated with your Salesforce Lead contact.
  </Step>

  <Step title="Open Salesforce Integration">
    Locate and select the Salesforce icon positioned in the right sidebar of the browser extension.
  </Step>

  <Step title="Navigate to Tasks Section">
    Under the Lead Section, find the third header labeled **Tasks** and click to open it.
  </Step>

  <Step title="Create New Task">
    Click the **New Task** button to initiate task creation.

    <img src="https://mintcdn.com/eazybe/tPNdXdAK2z3EeFFs/images/1116539979.png?fit=max&auto=format&n=tPNdXdAK2z3EeFFs&q=85&s=294279c079234a59e5a9ee6251715935" alt="New Task Button" width="1227" height="900" data-path="images/1116539979.png" />
  </Step>

  <Step title="Save Task">
    Input the task details and select **Save Task** to store the entry.

    <img src="https://mintcdn.com/eazybe/tPNdXdAK2z3EeFFs/images/1116540562.png?fit=max&auto=format&n=tPNdXdAK2z3EeFFs&q=85&s=0d6ceb9171c9cfe5e9fce655b5f70030" alt="Save Task Form" width="1227" height="900" data-path="images/1116540562.png" />
  </Step>
</Steps>

## Managing Tasks

Once a task is created, you can view and manage it directly from the Tasks section.

<img src="https://mintcdn.com/eazybe/tPNdXdAK2z3EeFFs/images/1116541113.png?fit=max&auto=format&n=tPNdXdAK2z3EeFFs&q=85&s=0c55d8cdc8b9bd7be739bf3cd89fd5a9" alt="Task Management Options" width="1227" height="900" data-path="images/1116541113.png" />

Use the three-dot menu to:

* **Edit** - Modify task details
* **Delete** - Remove the task

<Info>
  Tasks are synced directly to Salesforce when you save. The task information will be reflected in your Salesforce Lead record.
</Info>

## Need Help?

If you have any questions or need assistance, contact our support team at **[hey@eazybe.com](mailto:hey@eazybe.com)**.