Adding tasks/subtasks in a deal

Rash Member Posts: 1 VERIFIED MEMBER

I'm missing some sort of checklist within a deal.

I understand you have the "Project" environment in which you kan keep track of things after you have won a deal. However, when I'm working on a deal a lot of the times my offer consists out of multiple big "parts". I would like to keep track of which parts of the offer I already finished and what is still open.

My suggestions would be some sort of checklist inside the deal in the tab "Focus".

This checklist is in a way similar to the tasks/subtasks functionality in the project environment. A simpler version of this could go a long way. This way I could tick off parts that are done.

What are your thoughts?

2 votes

Submitted · Last Updated