Tasks

use prospect to create salesforce tasks from messages, or any highlighted text on any website where you interact with candidates you can create tasks from any website creating tasks from selected text use your cursor left click and drag to highlight the page text you want to create a task from right click (or secondary click on mac) to open the browser contextual menu and hover over prospect for salesforce menu then select the create a salesforce task for "\[ highlighted text ]" option a new task salesforce window will open with the text you selected prepopulated into the comments section you can fill in additional task information click on the save button to finish if you are viewing a single matching salesforce record at the time, prospect will attempt to auto populate the related to (contact, or lead) field in salesforce for you creating tasks from matches if there are multiple matches, prospect will show you a list from which you can select a record to associate the task click the create salesforce task button a new task salesforce window will open with the text you selected prepopulated into the comments section if the related to value is not populated, you can always search and link the message to any salesforce object using the related to lookup (name) field within the new task screen click the save button to finish