Assigning deal related tasks is an efficient way to stay organized and make sure things don't fall between the cracks.
Assigning deal tasks
Begin by opening the deal in question
- Open the secondary menu and select "Add task to this deal". Task window opens
- Select the due date
- Add task description
- Change the assignee, if required
- Click save
Working with tasks
All assigned tasks are stored in the "Tasks" section where you can mark task completed as well as delete tasks altogether. See picture below.