How to Add a Task to the Deal Card Command Center? | DripJobs Help Center

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How to Add a Task to the Deal Card Command Center?

How to Add a Task to the Deal Card Command Center?

The following article will show you how to add a task to the Deal Card Command Center.

Written by Laura Cuadros

Updated this week

1. Click on 'Sales Pipeline'

Click on Sales Pipeline

2. Locate the Deal for Which You Want to Add a Task

Locate the Deal for which you want to Edit the Deal Details for

3. Click on the Customer’s Name

Click on the customer's name

4. Locate This Settings Bar

Locate these settings bar

5. Click on 'Tasks'

Click on "Tasks"

6. Click on 'Add New Task'

Click on "Add New Task"

7. Enter the Task Details, Assign a User, and a Due Date

Enter the Details

8. Click on 'Create Task'

If you need more information on tasks, click here.

Click on "Create Task"

If you have any questions or need any assistance, please don't hesitate to contact DripJobs Customer Support or the Helpdesk.