Salesforce - Create an activity

Creating activities from the agent panel

Tuvis Team avatar
Written by Tuvis Team
Updated over a week ago
  1. Go to the Tuvis panel

  2. Click on the Action button on the panel (𓃑)

  3. Click on "Create Activity"

  4. Fill in the required values

  5. Attach any desired files

  6. Click on "Create"

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