Turning one off task completion on and off

Subject: For Salesloft and Outreach users, if you would like your one-off tasks to complete in the CRM, you will need to turn off this setting. On the other hand, if you would like for one off's to only be completed when a connect type disposition is selected, you would want this setting turned on. 

 

Overview:

To find this setting, click on your user profile in the top right. The icon will either be your initials, or the profile picture you have selected:

Personal_Settings.png

 

 

Click the integrations tab in the settings menu that opens, you may need to scroll down in the menu to see the One-off Task Completion Setting:

Orum-Dashboard__1_.png

 

 

Be sure to click "Save", and you're all set!

 

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