Add Tasks in Salestrekker

To quickly add task to a deal, click on “Add task” button either on deal tile itself or when you open deal. 

Quick add tasks from Deal tile

Fill in needed information in popup window then press “Save” to apply. New task will be added to the list and everybody involved notified.

Add Tasks inside deal

When inside deal on command bar second option is "Add tasks". Once clicking on there you will get same options to configure tasks:

Adding recurring tasks

When you click on the “REPEAT OPTIONS” button in Add task window, you will get options to configure task recurrence cycles. Task assignee will receive repeated notifications and reminders in every cycle, ensuring completion of all followups, checkups, monthly and annually appointments.