Complete a Task in a Deal
- Navigate to the Deals module.
- Click on the Deal Name wherein the Task needs to be completed.
- Hover on to the Task on the Upcoming Tasks tab.
- The Task details will pop up on the screen. Click on the Email icon.
- A new Compose Email window will appear on the screen, fill in the required details in the mail body.
- Click on the Send button to send the email.
- The sent email can be seen under My Interactions Tab of the Deal.
Note: The sent email can be seen under Service History Tab of the Deal as well.
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