Activities Feature

Owned by Devendra

Last updated: Jun 08, 2021 by Stuart Glover (Unlicensed)

1 min read

To better manage your sales processes and get better results, you can use activities and tasks to schedule your sales activities.

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.

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