Assigning Tasks

In order to assign a task to a specific team member in the system, you must first find the deal you wish to work on. You can do this by clicking on "Deals" on the left-side navigation bar. Find the deal by name and click on it.

On the right-hand side of the screen you'll see a blue pull down menu "I Want To" from there select "Add Task."

From this pop-up screen, you can do a variety of things:

From here you can do the following:

• Change the deal name
• Assign the specific team member
• Write them a message
• Attach a specific contact to the task

Once you have entered all of the data for your task, click the "save" button.

To locate your task, simply navigate to that same deal and click on the "Tasks" tab. There you will see your task with the date created and the team member it is assigned to. From here, you can edit or mark your task as completed simply by clicking the "view" link on the right-hand-side.