While being on an active call, you will notice on the right panel of the CTI a set of buttons under the name 'Actions', these are the 'In Call Actions', each action can be used in combination with Salesforce in order to increase the productivity of your team. In this guide, we will cover the 'Create Task' action and how to use it.
Step 1: While being on an active call, click on the ‘Create task’ button.
Step 2: A window will open to the right side of the call, fill out the details of the task and click ‘Save task’.
Step 3: In Salesforce, go to the contact and you will see the newly created task.