How can I create a task for a quoted deal in the CRM section?
Isabel Reyes
Last Update 2 years ago
Creating tasks for your sales pipeline deals or quotations can be done from the sales tab; navigate to your sales section and follow these steps:
1- From your sales pipeline section select the deal you want to add tasks for
2- From your project information menu navigate to the tasks tab
3- Fill all the fields in order to create your task.
4- Save your tasks by clicking “new task” button and once saved the task will display under the project information section.
5- You can also see your open tasks and access it from the main dashboard
