In order not to miss the deadline for the deal, you can create a reminder by clicking on the “...” icon and selecting “Postpone deal”. You can create a reminder for a custom date or choose one of the given options.
The scheduled date will be displayed on the deal card. The date has 3 statuses, each having an individual color:
- red — the deal is overdue;
- beige — the deal is in progress;
- green — the deal was closed on time.
To mark the deal as “Closed on time”, click on the deal card and put a tick in the right upper corner.
Customer support service by UserEcho