How do I add a Task?

Ebsta Support -

Ebsta Chrome enables you to record activities in Salesforce records directly from LinkedIn.


1. When viewing a Salesforce record in Ebsta Chrome (whether it's a LeadContact or Account), click Task.


2. Complete all the relevant fields and click Save.



3. 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? (with video)