Deal tasks are to-do items created for deals. Tasks can be assigned or reassigned to a user who has permission to access the deal's pipeline.
To assign a task:
- Click Deals > Tasks on the left menu.
- Locate the task you wish to assign to another user.
- Click the task name or the "View" button for that task.
- This will bring you to the Deal record. Click on the task to open the "Edit Task" modal.
- Click the "Assigned To" dropdown and click the account user you wish to assign the task to.
- Click the "Save Task" button.
An email notification will be sent to the user, letting them know that a task has been assigned to them.