How do I add a task to a deal?

Creating tasks is a great way to stay on top of your Deals!

To add a task to a deal:

  1. Navigate to the Deal card 
  2. Click + located at the top right of the Tasks section

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  3. Create your task, and select the name of the user you'd like to assign it to. You'll also be able to assign a due date by selecting the "Due Date" checkbox.

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