After you have invited your clients and prospects to the workspace, ensuring accountability is critical to deal momentum. Assigning next steps & due dates ensures that nothing falls through the cracks, and each step has a clear owner.

Assign a task owner by clicking on ‘Assign Step’ and selecting an owner. Then select the calendar button to assign a due date. Don't forget to turn on task reminder.

You can also send a reminder email if your client needs an extra nudge:

The assigned owner of the task will receive an email that the task has been assigned to them and then a reminder 1 day before the due date.