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One of Salesforce strongest feature is the ability to create and assign tasks. However, managing them can be somewhat of a hassle. With Cirrus Insight, this is no longer an issue as you can create, edit, assign, manage, and complete your Salesforce tasks without leaving your Gmail inbox. Cool right!?
Let’s take a look how you can add tasks to Salesforce.
1. Navigate to the check mark icon to view a list of your tasks.
2. You can sort your tasks by Today, Overdue, Tomorrow etc by clicking the drop down arrow.
3. You can hover over a Task to get a summary of that Task.
4. You can even go into the Task and edit that full record. Simply hover over the task and click Edit.
5. You can also open the Task up in Salesforce by clicking the cloud icon.
6. As you complete a task, simply click the checkbox and the task will be completed.
7. If you wish to create a new task, simply click +Task, populate the fields and click Save.
Task creation has never been so simple!
If you would like to know what possibilities Salesforce and or Cirrus Insights hold for your business drop Desynit’s Shaun Holmes a friendly call.
As always I am interested to hear what you think so please leave your comments below.
See you next week!
Our independent tech team has been servicing enterprise clients for over 15 years from our HQ in Bristol, UK. Let’s see how we can work together and get the most out of your Salesforce implementation.
