Salestrail

You can use Salestrail to create and assign tasks to your contacts, leads and accounts.&nbsp;

Step 1: Go to the Search Salesforce Tab

Step 2: Search contacts / leads / accounts that you want to create tasks with

Step 3: Tap the "Plus" icon to add tasks

Step 4: Add due date, and done!

___________________________________________________________

<a href="https://help.salestrail.io/en/articles/3772312-how-to-create-a-task-for-a-specific-salesforce-contact" rel="nofollow noopener noreferrer" target="_blank">How to create a task for a specific Salesforce contact.</a>

<a href="https://help.salestrail.io/en/articles/3845072-how-to-complete-delete-update-a-task" rel="nofollow noopener noreferrer" target="_blank">How to complete delete update a task.</a>

<a href="https://help.salestrail.io/en/articles/3845072-how-to-complete-delete-update-a-task" rel="nofollow noopener noreferrer" target="_blank">How to assign a Salesforce task to someone else.</a>

- <a href="https://help.salestrail.io/en/articles/3772312-how-to-create-a-task-for-a-specific-salesforce-contact" rel="nofollow noopener noreferrer" target="_blank">How to create a task for a specific Salesforce contact.</a>
- <a href="https://help.salestrail.io/en/articles/3845072-how-to-complete-delete-update-a-task" rel="nofollow noopener noreferrer" target="_blank">How to complete delete update a task.</a>
- <a href="https://help.salestrail.io/en/articles/3845072-how-to-complete-delete-update-a-task" rel="nofollow noopener noreferrer" target="_blank">How to assign a Salesforce task to someone else.</a>

How do I create tasks in Salestrail?

Find answers and get help from Intercom Support and Community Experts

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you