How do I add a Task?

Ebsta Support -

Ebsta enables you to record activities in Salesforce records directly from Gmail or the web page you are on.


1. View a record in Ebsta (whether it's a LeadContact or Account).

If you haven't already done so, we recommend reading the following article:

How do I view a Salesforce record? 


2. Click Task.


3. Complete all the relevant fields and click Save.



4. You can then view the newly created Task in the Open Activities against the record.


Recommended next reading:

How do I view Open Activities?

How do I view Activities History?

How do I add an Account to Salesforce?

How do I add a Contact to Salesforce?