How do I create a task for a deal using the Deals CRM mobile app?

The Deals CRM mobile app is available for accounts on the following plans:

  • Plus
  • Professional
  • Enterprise

In addition, the Deals CRM mobile app supports iOS 10 and higher.

You can create a task for a deal using the Deals CRM mobile app. In this article, we'll discuss:

How to create a deal task from the Deals overview screen

1. From the Deals overview screen, tap the green action button.

2. Tap "Add Task" from the list of options.

3. Tap each field listed on the "New Task" screen to provide information about the task.

4. Tap "Create."

The task will be listed on the tasks screen of its related deal:

How to create a deal task from the Deal Info screen

1. From the Deals overview screen, tap the pipeline dropdown to choose the pipeline containing the deal you wish to add a task to.

2. Tap the pipeline from the list of options and tap "Done."

3. Tap the deal you wish to add the task to.

4. Tap the green action button.

5. Tap "Add Task."

6. Tap each field listed on the "New Task" screen to provide information about the task.

7. Tap "Create."

The task will be listed on the tasks screen of its related deal:

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