How To Add Tasks To a Deal

A task manager is a great way to organize sales and business operations, it helps you to break down an action into smaller, achievable fragments. Using a task manager application, that is closely tied to your crm tools, you and your team members can visualize the sequence of operations at one place and carry out actions one by one.

Distributed Source has a simple yet powerful task manager application which can be used to create tasks and associate tasks to deals or contacts. Additionally, you can choose a completion date for the task and assign the task to another user of your Distributed source account.

Here is how you can add tasks to deals in Distributed Source:

1. Login to your Distributed Source account. If you don't have a Distributed Source account yet, sign up here. It's free!

2. Once you're logged in, go to the deals section of your account by clicking "Deals" on the top navigation bar.

3. On the deals page, you will see all the deals listed one by one. Select the deal where you want to add a new task.

4. On the deal page, click the “+New Task” button to create a new task.

5. Currently, you can choose “Call”, “Email” and “To-Do” as different task types in your Distributed Source account.

6. Once you have chosen the task type, enter a brief description of the task. The description is optional.

7. Next, click "Due Date" and "Due Time" to choose a completion date  and time for the task you are going to add to this deal. Don't worry, you can change the completion date/time whenever you want to.

8. Now that you have set a due date for the task, you can assign the task to another user of your Distributed Source account. To assign the task to a different user, click on your name next to "Due time"

You will see a drop down list of users in your Distributed Source account. To assign the task to a user, hover over the user name and click "Assign"

9. All done, now click Add This Task" and the task will be added to the deal.

Once a task has been added to a deal, you will see the task listed on both the "Deal" page as well as the "Tasks" page.