How to Create a Task in Salesforce
Here is a step-by-step tutorial to create a task in Salesforce:
- Navigate to Accounts > All accounts in the menu bar.
- Select the account to which you want to add the tasks.
- Click on the green Add Task icon on the right column.
- Input Subject, Task Subtype, and Due Date for your tasks. And make sure to assign a Task Owner as well.
- Add an associated Contact from the Account.
- You will get a success prompt saying your task was created.
Also learn how to create a report in Salesforce.
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