Task Assigned to Open Deal

johnhenry

Hi Community,

 

This idea is to create a YES/NO property which determines whether an open deal has an open task assigned to it.

 

It would allow the Sales team to better track their Deals.

 

The purpose is to ensure open deals are being followed up and don't get lost.

 

Ideally it would force all deals to have an open task until closed.

4 Replies
benjaminc
Participant

Agree, would love to see this

HDanirwin
Member

Agreed as well. 

 

Putting my AE hat for a second --- there is nothing more annoying than realizing a deal languished because it fell off your radar/task list. 

CLaFerla
Member

Yep, agreed! Just reached out about this

Simon-Meister
Member

no chance to keep track of open tasks at the moment..  also we need the status of it. Is the task overdue? etc..  we would also like to have this info directly on the pipeline deal-card without opening a deal. this would be ideal for the overview ov how many OPEN tasks there are on one deal.