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Assign Tasks During a Pipeline Review
Assign Tasks During a Pipeline Review
Written by Maddy Low
Updated over a week ago

Delegating tasks right from within your expanded view

  1. Open the expanded view from the pipeline.

    πŸ”₯ This can be done within Salesforce (SFDC) reports!

  2. On the right side, click the task icon (Checkbox in a circle)

  3. Select the (+) plus sign in the top right corner to add your task.

  4. Fill out desired/required fields.

    πŸ‘‰ 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.

  5. Click CREATE TASK.

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