Delegating tasks right from within your expanded view
Open the expanded view from the pipeline.
🔥 This can be done within Salesforce (SFDC) reports!
On the right side, click the task icon (Checkbox in a circle)
Select the (+) plus sign in the top right corner to add your task.
Fill out desired/required fields.
👉 If you need to pull in additional fields, you can do so through the three dots (...) in the top right corner.
🚨 Make sure to fill in the "Assigned To" field with your rep's name.
Click CREATE TASK.
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