Deals & Tasks

• Deals
  • Attach files and add notes to deals
  • Create a new deal
  • Enter products and fees on a deal
  • Organize your deals pipeline
  • Search and filter the deals pipeline
  • Close, Archive, and Reopen Deals
• Tasks
  • Create tasks from a deal
  • Use the Tasks screen
  • Deal & Task notifications
• Mobile app — Deals and Tasks
  • Mobile app — Deals and Tasks
  • Configure task types and outcomes
• Pipelines
  • Configure Deals pipelines and settings
• Website lead integrations
  • Website lead integrations (Target Web and email/ADF-XML)