Tasks are to-do items that you can create for your deals. Remember, deals are contacts that are on track to become a patient or purchase more services from your practice.

How to add a task to a deal

• Navigate to your deal pipeline (click on the 'dollar sign' icon)
• Search for or find the deal that you'd like to create a task for
• Click on the contact's name
• On the right side of the deal page, click 'Add a Task'
• Fill in the title of the task, task type, due date and time, and assign it to yourself or the person on your team who is responsible to complete the task
• When you click the ‘Show More Options’ box on this screen, you can select ‘Send a Reminder’ (this will send you an email reminder)
• (Optional) Enter more details about the task
• Click 'Save'

Top Use Cases

Adding tasks to a deal ensures that the lead won't fall through the cracks. Our customers use tasks to:

• Follow up with new leads a few days after the first-touch call
• Confirm a patient's upcoming consultation or appointment
• Follow up with a patient after treatment to see how their results are

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