Six Step Process

Overview
Overview   The Six Step Process gives the user the option to manually switch between any Deal Steps. Complete a Step by finishing or ignoring all Activiti...
Mon, 8 Mar, 2021 at 4:57 PM
Activity List
Overview The Mavrek Activity page gives you a list of all Activities in the current step. Once all Activities are completed or ignored, you are ready to...
Mon, 8 Mar, 2021 at 4:59 PM
Activities
Overview   Mavrek has a list of Activities associated with each Step. The following are the four types of Activities: Simple: A simple Activity contains...
Mon, 8 Mar, 2021 at 5:02 PM
Do I have to complete all Tasks?
You are not required to complete all tasks within a step. Tasks that are not neccessary or do not apply to the business can be ignored. To ignore a task...
Mon, 8 Mar, 2021 at 5:12 PM
How do I assign a Task?
To assign a task click the down arrow button on the task you'd like to assign to someone else. Once you click the button you will see the Assign option:...
Mon, 8 Mar, 2021 at 5:13 PM