Re: Populate Lead Source on Task

Anonymous
Not applicable

Populate Lead Source on Task

Hi Everyone,

Does anyone have any insight or a solution on how to populate the Lead Source for a task as it's pushed over to Salesforce? It doesn't seem like I can make that selection on the actual "Create a Task" step, and you can see in my screenshot below we are looking to populate the "Lead Source" field on our tasks (yellow arrow).

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Let me know if there's any clarification needed.

Thanks!

Alec

Tags (1)
2 REPLIES 2
Chris_Johnston
Level 8

Re: Populate Lead Source on Task

Vote for it, as it isn't doable but others would like it as well.

Sara_Greaves
Level 5

Re: Populate Lead Source on Task

If you want that information passed over for reps to look at, you can pass over the data in the comments field using a token.

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