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Complete or reopen a deal task

You switch the task between open and completed.

Before you start

  • Access to Pipeline and the deal to view or update.

Watch the walkthrough

Step by step

  1. Open the deal and find the task.

  2. Click the square beside the title to complete it.

  3. Check the tick and crossed-out title.

  4. To reopen the task, click the tick again.

Check your result

You switch the task between open and completed.

Open this screen in OneWhats

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