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

  1. Open the secondary menu and select "Add task to this deal". Task window opens
  2. Select the due date
  3. Add task description
  4. Change the assignee, if required
  5. 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.

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