Produkt-Updates

Call Tasks

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You can assign Call Tasks to yourself or a member of the team as a reminder to a call a Contact at a specific date and time. Call Tasks are similar and appear on Leads and the Inbox in the same place as Tasks, but there are a few differences:

1. Call Tasks must have an associated Contact.
2. When created using Workflows (via the Call step), Call Tasks can be assigned to a Group.
3. Close will automatically mark Call Tasks complete when there is a Call between the associated Contact and an assigned User.
   1. A Call activity between the associated Contact and assigned User is required in order to mark a Call Task complete.

To learn more about Call Tasks, check out the Help Center.