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Create a task from a deal record in the CRM

Create a task linked to a deal record within the CRM to ensure timely actions and follow-ups, including setting due dates and managing task notifications.

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·9 Schritte·99 Aufrufe·Veröffentlicht

Create a task linked to a deal record within the CRM to ensure timely actions and follow-ups, including setting due dates and managing task notifications.

Step-by-step Guide9 Schritte

  1. Click the CRM icon

    Clicking the CRM icon will navigate you to the Contacts section, where you can manage and view your contacts and their associated details.

    Click the CRM icon
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  2. Click the Deals link

    This will navigate you to the Deals section, where you can manage and view your sales opportunities and track their progress.

    Click the Deals link
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  3. Click the HMO record

    Clicking on the HMO record will allow you to view detailed information about this deal, including its current status and any associated activities.

    Click the HMO record
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  4. Click the Create a link option

    Clicking this option will allow you to generate a shareable link for the deal, enabling easier collaboration or sharing with team members.

    Click the Create a link option
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  5. Click here to create a new task

    This action opens a modal where you can enter details for your new task, including the due date and associated records.

    Click here to create a new task
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  6. Enter a task description

    Input a brief description of the task in the designated 'Task' field to specify the action you need to perform regarding the deal.

    Enter a task description
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  7. Click the Due Date field

    This action allows you to set a due date for the task associated with the deal. Selecting 'In 3 business days (Tuesday)' will schedule the task for that specific date.

    Click the Due Date field
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  8. Click on 'In 1 week (Jun 4)'

    Select this date option to schedule a task reminder for one week from now. This will help you manage your task notifications effectively and ensure timely follow-ups.

    Click on 'In 1 week (Jun 4)'
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  9. Click the Create button

    By clicking the Create button, you will initiate the process to add a new task or entry related to the selected deal, allowing you to input details and assign it as needed.

    Click the Create button
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