Question: How can I create a task I want to apply for each pipeline?
Answer:
Follow these steps to create a task for a pipeline:
Navigate to the ‘Activity’ tab on the left sidebar menu, and click ‘Global Tasks.’
2. Click on the tab you want to add tasks, for example, ‘Wholesale Pipeline.’
3. Select the stage, and click ‘+Add Tasks.’ A new window will open.
4. Fill out the fields to add the tasks you want.
Task Name
Task Type - click the dropdown list.
Task Detail - write the information necessary for the task.
Assignment & Due - Assign to the role and the task due.
5. Hit ‘Create Task.’
Note: Follow the same steps for the leads, inventory, sold, and rental pipelines.
Reference Video: https://www.loom.com/share/43766124b6fc4144b12b5ca4277baf60?sid=588de712-db9f-4b86-ac62-04ffdc395b40