View Upcoming Tasks for a Deal

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• View My Tasks in a Deal

  Navigate to the Deals module. Click on the Deal Name wherein you want to view the ‘My Tasks’. Go to ‘My Tasks’ tab. The system will list down all the Tasks categorized in Overdue, Pending and Completed under ‘My Tasks’ tab.

• View all 'Upcoming Tasks' for a Prospect

  Click on the Prospects module. Click on the Prospects name. The Upcoming Tasks will be shown in the bottom middle of the screen (as shown below).

• View Upcoming Tasks for an Account

  Click on the Accounts module. Click on the Account name. Upcoming Tasks can be viewed inside the account’s profile page (as shown below).

• View All 'Upcoming Tasks' for a Contact

  Click on the Contacts module. Click on the Contact. The Upcoming Tasks will be shown in the bottom middle of the screen (as shown below).

• View Upcoming Tasks for an Account

  Navigate to the Accounts module. Click on the Account name. Upcoming Tasks can be viewed inside the account’s profile page (as shown below).