Description – Introduced setting to auto-update task status for cards marked as Won or Lost
Use Case – Effective automation to close pending tasks of the deal card when marked as won/lost, thus, allowing agents to transfer focus to other pending tasks.
Process–
- Navigate to Pipelines.
- Click on Pipeline Settings.
- Select Task Setting and toggle it to Enable.
- Navigate to a Deal card. If you mark the card Won, the pending task is getting marked done.
- Navigate to a Deal Card. If you mark the card Lost, then also all the pending tasks are getting marked done.
