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meddy12
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Thomas_Vanguard on September 18, 2017
Associate a Deal to a Task in a Workflow
When creating a Task as part of a Workflow it would be useful to be able to associate that task to a Deal.
Reply Idea Deals Tasks Workflows
69 upvotes
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meddy12
Member
April 22, 2020
Totally agreed, my deals have specific stages, but have other items that need to occur at any point during the deal, so a checklist within the deal w...read more
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