Show/Hide Toolbars

Placetel CTI für Salesforce

Navigation: Make Phone Calls > Tips & Tricks

Create follow-up task

Scroll Prev Top Next More

Create follow-up task

If you want to create a follow-up task after the phone call, configure Placetel CTI für Salesforce® to automatically edit the task from the phone call. This allows you to edit additional information and you do have the button: Save & New Task

 

Configure this option