Advanced Account required

It is not mandatory to use this feature, but it could be helpful in assisting team members to follow a standardized process and consistently follow all steps.

Tasks can be associated with the stages of your Pipeline creating a logical path. You can create a different workflow in any Pipeline.

Once you create the tasks you will see something like this in your deal page. In the example Incoming and Contacted are the name assigned the Pipeline Stages.

Required tasks prevent the deal from being moved to the next stage!

 

How to edit a workflow

In order to set your own tasks you have to look at the Pipeline Setup. You just need to click on the button next to the stage name.

You can add a task by clicking on the “add task” button. You can give your task the name you prefer that describes best the activity. Also, you can check the “required” checkbox. If the checkbox is checked the deal can’t be moved to the next stage!

Conditional (OR) tasks can be added in a similar way. It’s a point of your workflow where there are two or more possible scenarios.

Should you have any questions please contact our support team.