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With Activities, you get an aggregated view of all your Tasks and Activities. You may have created a Sales Activity or Task associated to a Lead or general Tasks not associated to any Lead.

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Create Activities ➕

  • You can create Activities by clicking the + sign in the header section of Sales Activities

  • Visit Sales Activity page to get more details about creating and managing Sales Activities

Create Tasks ➕

  • You can create Tasks by clicking the + sign in the header section of Tasks

  • Visit Lead Task page to get more details about creating and managing Tasks

Completing Tasks ✅

  • You can complete the task by clicking the Checkbox associated with the Task

  • On click of the checkbox the Task is displayed as Strike-through

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