Tasks

Watch this instructional video to learn how to find tasks and scripts and mark those tasks complete when they're done.

A Step-By-Step:
  1. 1
    Once in the Sales Pipeline click on the contact you’d like to view tasks for.
  2. 2
    Scroll down to Deal Tasks.
  3. 3
    Here you will see all outstanding tasks as well as completed tasks.
  4. 4
    Click on a task.
  5. 5
    This will bring up details of the task on the right-hand side of the screen where you can find a script, if applicable, in the Description.
  6. 6
    To mark a task complete click the blue Complete button to the right of the task.