Populate Lead Source on Task | Community
Skip to main content
A
Anonymous
November 10, 2016
Question

Populate Lead Source on Task

  • November 10, 2016
  • 2 replies
  • 1349 views

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).

Let me know if there's any clarification needed.

Thanks!

Alec

    This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

    2 replies

    Chris_Johnston
    Chris_Johnston
    Level 6
    November 10, 2016

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

      Sara_Greaves
      Sara_Greaves
      Level 4
      November 10, 2016

      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.

      Terms & ConditionsAccessibility statement

      Loading footer...