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Quickly Assign Tasks During a Pipeline Review
Quickly Assign Tasks During a Pipeline Review
Updated over a week ago

To keep deals moving through your pipeline, Scratchpad tasks can guide your team to focus on the important next steps for every opportunity. You can easily create tasks based on Opportunities, Accounts, or Content, and assign them to team members during Pipeline Review.

Delegate tasks from your Scratchpad view

  1. Open the expanded view from your pipeline view. This can also be done within Salesforce (SFDC) reports!

  2. On the right side, click the task icon (Checkbox in a circle)

  3. Select the (+) plus sign in the top right corner to add your task.

  4. Fill out desired/required fields. πŸ‘‰ If you need to pull in additional fields, you can do so through the three dots (...) in the top right corner.

    🚨 Make sure to fill in the "Assigned To" field with your rep's name.

  5. Click CREATE TASK.

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