Adding tasks to deals

Created: 2018-06-27
Last updated: 2018-06-27

Post view count: 244

You can now add tasks to your deals. This feature allows you to eg. have an offer for your client and create a task linked with the offer. All details about your deal, along with tasks to perform, are displayed on the deal's card.

To add a task to a deal, just select one deal and click on +Task.
You will see a window for creating a task.



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