FAQs
- How to create a task for a prospect in your pipeline
- Deal Scoring
- How can deal owners only see deals assigned to them?
- How do I assign tasks for others?
- How do I trigger an automation to run when a task is completed?
- Can I attach files to a deal or contact?
- How long has my deal been in a stage?
- Will my task alerts get added to my calendar with Calendar Feed?
- Will updates show in my calendar if I edit my calendar feed?
- Will calendar feed work with my calendar?