How do I add a task to a deal?

Creating tasks is a great way to add actionable items to your deal to ensure that it's won.

To add a task to a deal:

    1. Click on the deal name to go to the deal details page.

      2. Select Add a task for this deal on the right hand side of the page

 

              3. Type in 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 "Set due date" checkbox.


Tip: If you set a due date, the task owner will receive a reminder email one hour before the task is due.