---
availability: IDEA
description: A plugin that allows you to instantly view all tasks and events assigned
to you related to any lead, ensuring nothing slips through the cracks and every
interaction is perfectly timed.
name: Look Up Tasks and Events for a Lead
purple_chat_link: https://marketplace.moveworks.com/purple-chat?conversation=%7B%22messages%22%3A%5B%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EI+want+to+view+tasks+and+events+for+a+lead.%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3ESure%2C+I+can+help+with+that.+To+get+lead+details%2C+you+can+specify+based+on+leads+assigned+to+you%2C+lead+name%2C+or+company+name.%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22John%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22status%22%3A%22pending%22%2C%22richText%22%3A%22Identifying+lead+based+on+provided+name...%22%7D%5D%7D%2C%7B%22reasoningSteps%22%3A%5B%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22Successfully+retrieved+potential+leads.%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3ESearching+for+leads+matching+%5C%22John%5C%22+in+Salesforce.+Here+are+a+few+options%3A%3C%2Fp%3E%3Col+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3E%3Cp%3EJohn+Smith%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3EJohn+Doe%3C%2Fp%3E%3C%2Fli%3E%3C%2Fol%3E%22%7D%2C%7B%22citations%22%3A%5B%7B%22connectorName%22%3A%22salesforce%22%2C%22citationTitle%22%3A%22John+Smith%22%7D%2C%7B%22connectorName%22%3A%22salesforce%22%2C%22citationTitle%22%3A%22John+Doe%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EWhich+lead+are+you+looking+for%3F%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EJohn+Doe%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22status%22%3A%22pending%22%2C%22richText%22%3A%22Retrieving+tasks+and+events+for+selected+lead...%22%7D%5D%7D%2C%7B%22reasoningSteps%22%3A%5B%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22Successfully+fetched+tasks+and+events.%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EOkay%2C+looking+up+tasks+and+events+for+%3C%2Fp%3E%22%7D%2C%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E.+Here%27s+what+I+found%3A%3C%2Fp%3E%22%7D%2C%7B%22richText%22%3A%22%3Cul+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3E%3Cb%3ESubject%3A%3C%2Fb%3E+Initial+sales+outreach%3C%2Fli%3E%3Cul%3E%3Cli%3E%3Cb%3EType%3A%3C%2Fb%3E+Task%3C%2Fli%3E%3Cli%3E%3Cb%3EStatus%3A%3C%2Fb%3E+Open%3C%2Fli%3E%3Cli%3E%3Cb%3EDate%2FTime%3A%3C%2Fb%3E+2023-11-15%3C%2Fli%3E%3Cli%3E%3Cb%3EParticipants%3A%3C%2Fb%3E+Jane+Doe%3C%2Fli%3E%3Cli%3E%3Cb%3ELocation%3A%3C%2Fb%3E+N%2FA%3C%2Fli%3E%3Cli%3E%3Cb%3EDescription%3A%3C%2Fb%3E+N%2FA%3C%2Fli%3E%3C%2Ful%3E%3Cli%3E%3Cb%3ESubject%3A%3C%2Fb%3E+Discovery+Call+with+John+Doe%3C%2Fli%3E%3Cul%3E%3Cli%3E%3Cb%3EType%3A%3C%2Fb%3E+Event%3C%2Fli%3E%3Cli%3E%3Cb%3EStatus%3A%3C%2Fb%3E+Completed%3C%2Fli%3E%3Cli%3E%3Cb%3EDate%2FTime%3A%3C%2Fb%3E+2023-11-20%2C+10%3A00+AM+PST%3C%2Fli%3E%3Cli%3E%3Cb%3EParticipants%3A%3C%2Fb%3E+John+Doe%2C+Jane+Doe+%28Sales%29%3C%2Fli%3E%3Cli%3E%3Cb%3ELocation%3A%3C%2Fb%3E+Google+Meet%3C%2Fli%3E%3Cli%3E%3Cb%3EDescription%3A%3C%2Fb%3E+Discuss+lead%27s+current+pain+points+and+introduce+product+benefits.%3C%2Fli%3E%3C%2Ful%3E%3Cli%3E%3Cb%3ESubject%3A%3C%2Fb%3E+Follow-up+on+product+interest%3C%2Fli%3E%3Cul%3E%3Cli%3E%3Cb%3EType%3A%3C%2Fb%3E+Task%3C%2Fli%3E%3Cli%3E%3Cb%3EStatus%3A%3C%2Fb%3E+Open%3C%2Fli%3E%3Cli%3E%3Cb%3EDate%2FTime%3A%3C%2Fb%3E+2023-12-01%3C%2Fli%3E%3Cli%3E%3Cb%3EParticipants%3A%3C%2Fb%3E+Jane+Doe%3C%2Fli%3E%3Cli%3E%3Cb%3ELocation%3A%3C%2Fb%3E+N%2FA%3C%2Fli%3E%3Cli%3E%3Cb%3EDescription%3A%3C%2Fb%3E+N%2FA%3C%2Fli%3E%3C%2Ful%3E%3C%2Ful%3E%22%7D%5D%7D%5D%7D
solution_tags:
- Productivity
- Sales
systems:
- salesforce
---