Everything About Your Deal In One Place 

Adding tasks to Deals allows you to keep track of actions due that are specifically related to that Deal. This gives you a quick and organized visual of what needs to be done next to close the Deal.


If you are on a Small Business plan go to Sales > Sales Funnel 

If you are on an Online Store plan go to Wholesale > Invoices

Deals marked with the yellow icon don't have any tasks due. Click on that deal's name to add a task.



Click 'Add Task' on the Deal page as indicated in the image below. 

Tasks will also appear in Contact's Profile related to that deal.



All your tasks for the deal will be visible on the page and you can cross them off when they're done to track progress as well as assign them to users. 






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