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- Sorting options
- Task window
- Prospect/Organization/Deal Timeline
- Prospect/Organization information/Deal Profile
Sorting Options
Like in the main Task Wizard, you can sort Tasks by both due date and Task Type. The total number of Tasks selected are shown in the top-left corner of the screen. By clicking the left and right scroll buttons, you can move through the Tasks in your current selection.
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When you add a note to a Task, it will appear in the Timelines of the Prospect, Organization, and Deal associated with the Task. You can add as many notes as you wish in one sitting.
The Complete button has two options: Complete and Complete + New. Use the drop-down menu to select either option. The Task Wizard will use the selected option until you change it again.
If you select Complete, the Task Wizard will close the current Task, save any notes from your session, and then move on to the next Task. Complete + New will do the same, but it will open the New Task window before moving on. This option is best to use for Deals you're actively working. After all, every Deal should always have an active Task – Deals don't close themselves!
Prospect/Organization/Deal Timelines
The Timelines section shows you all activities associate with the Prospect, Organization, or Deal associated with the Task. Activities can be both from Automations and from manual entry. Automation actions might include filling out a web form, clicking links, and opening emails. Manual activities include taking notes and adding tasks such as calls, emails, and meetings. You can filter the timeline using the two drop-down menus located in the top right of this section.
The Timeline displayed will match whichever profile you have selected in the Profile, see below.
Learn more about Timelines here.
Prospect/Organization/Deal Profile
The Task Wizard shows an abbreviated version of the Prospect, Organization, Or Deal Profile.
Use the drop-down menu in the upper-left to choose which type of Profile to view: Prospect, Organization, or Deal. If the Task does not have the selected object associated with it, the Task Wizard will default to the next available Profile type down. For example, if you are viewing Deal Profiles and a Task is not a part of a Deal, it will switch to the Organization Profile, and then to the Prospect Profile. If no Profile is available, this section and the Timeline will be blank.