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Notes and Tasks details at a glance in card view of a deal card

Agents can see both note count and task count in the card view of a deal card. Clicking on the count will give a quick access to the respective details with action features that they can perform.

 

How to view the note count of a deal card and perform actions?

  • Click on notes and add new notes.


  • Once added you will get the success notification for the new note added successfully.

  • Navigate back to the pipelines and refresh the page, you can now find the note count on the card view of the respective deal card.

  • Click on the note count, you will find all the notes added.


  • Click on the delete icon beside each note to delete it.

 

  • Click on add new to add a new note.

 

 


How to view the task count of a deal card and perform actions?

 

  • Navigate to Pipelines and select a deal card.

  • Click on task to add a new task.

  • Once the details are filled click on save.

 

  • Once added you will get the success notification for the task added.

 

 

  • Navigate back to the pipelines and refresh the page, you can now find the task count on the card view of the respective deal card.

  • Click on the task count, you will find all the tasks added.

 

 

Note: In case if there is any task due, you will get a pop-up message if you hover your cursor over the task count.

 

  • Click on the > icon to open the task details pop up.

  • Check the box beside each task to mark it complete.

 

  • Once you mark the task as complete you will get a success notification and also the add task panel will open to add a new task if you want. 

 

  • Click on the add task to add a new task.

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