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Task Priority helps you understand which recommended actions should be handled first inside an Action Plan. When Dealtree generates an Action Plan, each task may be assigned a priority level based on how important that action is for moving the deal forward. This helps you focus on the tasks that can reduce risk, unlock the buying process, or improve stakeholder coverage.

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What Task Priority Means

Task Priority shows the relative importance of a task. A high-priority task usually points to something that may directly affect the deal, such as confirming the decision-maker, identifying a missing buying committee role, or validating the approval process. A lower-priority task may still be useful, but it may not be as urgent as the tasks that affect deal progress or decision-making clarity.

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Common Priority Levels

Dealtree may show task priority levels such as:
  • High: Important task that should be addressed as soon as possible
  • Medium: Useful task that supports the deal strategy
  • Low: Helpful task that can be completed after more urgent items

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How to Use Task Priority

Start by reviewing the highest-priority tasks first. High-priority tasks often help you answer critical questions such as:
  • Who has the final buying authority?
  • Is the champion strong enough?
  • Are procurement or legal involved?
  • Is there a blocker in the account?
  • Has the technical buyer approved the solution?
  • Is the buying process clearly understood? Once the high-priority tasks are handled, move on to medium and low-priority tasks.

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Example

If the buying committee shows that the economic buyer is not confirmed, Dealtree may create a high-priority task asking you to validate who owns the final decision. If the champion is already identified but no procurement contact is mapped, Dealtree may recommend a medium or high-priority task to uncover procurement before the deal reaches the final stage. If the core buying committee is already covered, Dealtree may create lower-priority tasks to strengthen messaging or prepare additional stakeholder follow-ups.

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Important Notes

  • Task Priority helps you decide what to focus on first.
  • High-priority tasks usually relate to deal risk, decision-making, blockers, or missing stakeholders.
  • Medium and low-priority tasks can still be valuable for improving account coverage.
  • Priorities are recommendations, not strict rules.
  • Always combine Dealtree’s priority suggestions with your own judgment and real account context.

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Next Step

After reviewing task priorities, begin with the highest-priority actions and use them to guide your next sales activity.