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Status: Idea Submitted
johnhenry
Submitted by on ‎Jan 12, 2020 8:14 PM

Task Assigned to Open Deal

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.

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4 Replies
benjaminc
Participant
‎Oct 8, 2020 10:44 AM

Agree, would love to see this

HDanirwin
Member
‎Nov 2, 2020 4:38 PM

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
‎Apr 8, 2021 8:46 PM

Yep, agreed! Just reached out about this

Simon-Meister
Member
‎Oct 22, 2021 5:03 AM

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.