FAQs in this section
How can I create a deal?
How can I create a deal from One View?
Can I sync a quote with a deal?
How can I add line items to a deal?
Can I move a deal to another pipeline?
What happens when I sync a quote with a deal?
Why should I move a deal to another pipeline?
What actions can I perform on a deal?
What is deal journey view?
What does the header section in Deal Journey View display?
What is the Line Items widget on Deal Journey View?
What is the Documents widget on Deal Journey View?
What are the views available in Deals?
What are the benefits of contact roles?
What are the benefits of having deal revenue line items?
What is a deal?
What actions can I perform on the Summary View of a deal?
Where can I find the records related to a deal?
How do I mark a deal as Closed?

What is the Tasks widget on Deal Journey View?

Journey tasks represent activities that sales reps need to perform in each sales stage, to move a deal to the next stage. These are displayed under the Journey Tasks widget. You can set up journey tasks by going to Main Menu > Sales > Journey Templates.

To learn more about Journey Templates, click here.

 
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