3 minutes to complete
What to do
- 01
Choose a deal when you are moving a revenue conversation; choose a task when the next commitment is clearer.
- 02
Set a real next action or due date rather than a vague reminder.
- 03
Return to the related lens and use the recommended next action as your starting point.
Open the right place in Signum
If you get stuck
- If you are unsure which to choose, start with a due task. It creates a clear execution signal quickly.
- Avoid adding background data before there is a real next move to track.