George Levin
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You will need one or more existing tasks associated with a deal.
In your messaging app, type a command to complete your desired tasks. To update multiple tasks on a single deal, you can use a command like
mark both tasks as done.
Send the message. The system will process your request and send a confirmation that the tasks have been updated to 'complete'.
Navigate to the deal in your CRM to verify the changes. The tasks you specified will now be marked as complete.
Summary
Learn how to efficiently manage your workflow by marking multiple tasks as complete with a single text command. This feature helps you maintain an up-to-date record of your activities and ensures your deal pipeline reflects the most current progress, saving you time on manual updates.