What is inside · Deals and moneyworks
Assignments for the team
An assignment is recorded with the person who does it and the deal it belongs to, and shows on the “Today” page.
How it works
An assignment is a record: who does what, for which deal and by when. A question that needs a person’s answer is recorded the same way and stays open until it is answered. All assignments of one person show on their page.
What a person does
Sets assignments and closes them. For now the team gets them from the manager, not from the system.