Complete a Task from Engage

Task actions in Guided Selling represent work assigned to a participant through a corresponding Salesforce Task.

Complete a Task Action from Engage

1. Open Engage.
2. Ensure you are on the Due Now tab.
3. Find a task action and click Task to expand the Task details.
4. Finish the task as described in the details.
5. Set the Task status as complete from Engage.

After you complete the task, it is automatically removed from Engage.

What happens when a task is completed

A task action represents one Salesforce Task tied to that participant action. Once the Salesforce Task is moved to a closed/completed status, Guided Selling also marks the participant action complete.

Note: Available statuses can vary by Salesforce org configuration.