Editing Task Outcomes (section)

=== Completing a Deal Task ===
To complete a deal task, use the following steps:
# Verify that task outcomes are enabled under '''Deals''' > '''Task Settings'''.
# Access a deal record, locate an existing deal task, or create a new deal task.
# Click the checkmark to complete the task.
# Choose the appropriate outcome for the task.
# Optionally, add any notes you wish.
# Click '''Mark Complete''' to complete the deal task.

Similar to contact tasks, if you mark a deal task as complete while viewing open tasks, it will not appear in the default view. Switch to '''View Completed Tasks''' to confirm that the task has been completed.