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Task development ideas

Tasks are your reminder system behind the deal, so here are a few development ideas to make flow better for me and maybe alot of others.

1. Within the task table included one of the column options "Deal", so we can link back to the deal and not the customers (it's all about the deal)

2. When a task is created from within a deal, automatically add the company and first contact (saves alot of time)

3. Allow you to create your own fields within task(same as deals). I'd like one to be able to prioritise the potential customer sales valve e.g. High, Medium , Low; so I know where to focus first.

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進行役
進行役

Hi @pfnolan  These are all great sugestions. I'm going to move this over to the ideas forum for further comment. 

 

Ed