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Understanding Deal Tasks

Deal Tasks are for everyday tasks such as Calling, Emails, Sending Proposals and Leaflet Drops. Extra task descriptions can be added at any time. When adding a new task only do this from the deal page.

Tasks are colour coded with regards to Due Time and Date.

  • Grey = Over 24 hours left to complete

  • Green = Less than 24 hours to complete

  • Red = Overdue

  • Amber = No task

Adding Deal Tasks

To add a deal task all you need to do is simply locate the deal page to which you would like to set a task. From here navigate to the 'Add Deal Task' found in the top right of the Deal screen. Then simply enter the task title, type, date & time and assign the task to the appropriate member of staff.


Viewing Deal Task

Home Screen - Deal Tasks only allocated to that user will show in their home screen.

Pipeline Vertical Mode - Deal Tasks for all users in that pipeline will be visible. Time left in each task is indicated in each Deal square under the relevant stage.

Pipeline Horizontal Mode - Deal Tasks for all users in that pipeline will be visible. Tasks are displayed in order of urgency and can be filtered.

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To change between Horizontal Mode and Vertical Mode click the icon below the Add Deal button located top right of the screen.

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To view all Deal Tasks within Active Agent.

Go to Contacts, Manage Tasks here you can filter all tasks through the parameters you require.

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If there's anything you're unsure of please don't hesitate to Contact Us. Also feel free to book on for a one-on-one training session with a member of our expert team to go through your system Training with you or any other staff in your office.

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