To create a task, open your Salesforce sidebar and open a WhatsApp contact that is linked with a Salesforce contact.
Click on
Create Task.
Fill in your desired fields, then click
Create.
You can also attach the WhatsApp message when creating a task.
We hope this document helps you better understand how Cooby works. For any concerns or questions regarding your Salesforce integration, kindly email us at [email protected] 💜