The Tasks tool was built to help you and your team win more jobs by staying on top of essential tasks for an Opportunity.

Navigate to Tasks in the menu under the CRM column. Click the "New Task" button. Add a title, assign it to a team member, and optionally add:

  • Notes

  • Deadline

  • Opportunity

  • Contact

Click on a task to view, edit or complete it.

Once completed, the completed task shows up in that opportunity's activity feed.

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