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



  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.