Used in Call logging in task records and Adding an Activities tab
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Task records provide an audit trail for each inbound or outbound call. In most circumstances, ContactWorld automatically creates a task record in Salesforce for every interaction handled by an agent. |
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ContactWorld |
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assigns the task to the agent who last dealt with the interaction, and relates the task to the record representing the customer in Salesforce. If you make a call using Click to dial from a task record or use Connect to make a call to a Dial Entry based on a task, |
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ContactWorld doesn't create a new task |
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for the call. Instead ContactWorld updates the existing task record |
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with call information and |
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marks the task as complete. You can locate tasks in the following places:
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