Add Tasks, Events or Files
On a regular basis, the sales person adds tasks - which appear in the Tasks app -
or meeting events - displayed in the Calendar app - to help in closing the Deal.
- Select a Deal in the Sales app
- Tap on the + button and select New Task, Event or Attach File
Note: the Tasks, Files or Events attached to a Deal are visible in the Deal
Activity tab. You can also see them in the other Upvise apps: Tasks, Calendar and Files.
See also
Display Contact Tasks and Notes
