Adding tasks to deals

Created: 2018-06-27
Last updated: 2019-12-03

Post view count: 329

Sugester enables adding tasks to deals. It comes quite handy eg. when you take an order from a client and now need someone to complete it. This way the task will be linked to the deal and you can easily switch between them. 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 task pop up window - fill it with necessary information and hit Save. Reload the page and you will see your task under the deal:



Also from the task view you can see the deal assigned to it:


 


Back


Add Comment