Salestrail

If you want to create a task for a Salesforce contact, you can do it on Salestrail by following these steps:

Search for the contact on Search Salesforce bar in the home screen or Search Salesforce tab.

- Search for the contact on Search Salesforce bar in the home screen or Search Salesforce tab.

Tap on the Plus button next to the Phone call button and choose the task you want.

- Tap on the Plus button next to the Phone call button and choose the task you want.

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<a href="https://help.salestrail.io/en/articles/3534650-how-do-i-create-tasks-in-salestrail" rel="nofollow noopener noreferrer" target="_blank">How do I create tasks in Salestrail.</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/3844811-how-to-assign-a-salesforce-task-to-someone-else" rel="nofollow noopener noreferrer" target="_blank">How to assign a Salesforce task to someone else.</a>

- <a href="https://help.salestrail.io/en/articles/3534650-how-do-i-create-tasks-in-salestrail" rel="nofollow noopener noreferrer" target="_blank">How do I create tasks in Salestrail.</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/3844811-how-to-assign-a-salesforce-task-to-someone-else" rel="nofollow noopener noreferrer" target="_blank">How to assign a Salesforce task to someone else.</a>

Create a task for a specific Salesforce contact

How to create a task for a specific Salesforce contact?

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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