How to Complete Tasks in a Deal

In our previous post, we showed you how to add tasks to a deal. When you add tasks in Distributed Source, you can assign the task to a user in your Distributed Source account and associate the task with a deal or contact.

Later, when the task is completed or resolved, you would want to mark it as complete and remove it from your tasks queue.

Here is how it works.

Let's say you have a client named Mr Brown, who runs a Brick and Mortar business. You have scheduled a business meeting with Mr Brown on the second Wednesday of coming month. You want John, your Sales executive to accompany you in the meeting. Also, you want John to prepare a PowerPoint presentation before the 10th of coming month.

In order to address this situation, you create two tasks in your Distributed Source account. The first task is assigned to your employee John, you add the detail "Create PowerPoint Presentation for Mr. Brown" and associate it with your business contact - "Mr Brown". Also you set the completion date of this task to "10th" of coming month. Next, you create another task e.g "Meeting with Mr Brown" and set it a completion date of 14th".

Now, when John submits his PowerPoint presentation on 9th of coming month, you mark the first task as complete. This is important as when you go to the "Deal" page of "Mr Brown", you see two tasks

• Create PowerPoint Presentation 
• Meeting with Mr Brown

So now you instantly know that the first task has been completed by your employee and now you're ready to execute the next task at hand.

So When John is done with the PowerPoint presentation on 10th of coming month, you would want to mark the task as complete and proceed to add a new or followup task. Here is how to do it

Completing Tasks From The Deals Page

1. Login to your Distributed Source account. If you do not have a Distributed Source account yet, you can sign up here.

2. On the top navigation bar, click "Deals" to go to the deals section of your Distributed Source account.

3. Once you're on the deal page, click the deal name to go to the corresponding deal page.

4. When you arrive on the desired deal page, you should see the tasks listed under "Tasks".

5. To mark this specific task as "Complete", select the checkbox placed right left of the task name.

6. After selecting the checkbox, you will see a pop-up appear on the same page. This pop-up will be titled "1 task marked for completion".

7. When you click "Finish task", the task will be marked as complete.

The same "completed" task will be added to the task history on the selected "deal" page. Additionally, before marking the task as "complete" or "resolved", you can enter a resolution comment and choose to define whether the lead was "contacted" or "not contacted".

Please note that once a task has been marked as "Complete", there is no way to undo this action. Precisely, you cannot unmark a task which has been marked as "complete" or "resolved". However, you can always add a new task and add the same to your tasks queue.