Hello,
I have created some tasks and activities for my deals but there is no activity scheduled how can I see all the tasks or activities on the deal dashboard Itself?
Any help will be appricaited here.
Hey @Ryanoliver
If you are on the deals board view then it would not be easy to see all the activities scheduled for the deals
So you can try to view all the activities in the deals list view here the steps you have to follow :
click on the list view on the deals dashboard and then select Edit columns and then select the properties you want to add to the columns such as deal calls, deal task deal email, etc.
Let me know if you have any follow-up questions.
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