10/19/2026
A pipeline stage tells you where a deal stands. Give the work behind it a next action.
This guided screen tour pairs an SMBcrm demo pipeline with a separate Add Task workflow setup. Look at the owner and due-date fields when planning your follow-up.
Use a task that names the work, such as “Confirm the service needed before preparing a quote.” Assign it to the person who will do it, then choose a due date your team can meet.
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