Activities refer to the various actions and tasks performed by sales representatives when working with leads and deals. These activities are tracked in CRMs to enhance customer satisfaction and improve sales opportunities.
Learn more on how to setup sales activities
1. Click on "Leads"
2. Select the lead to expand and see the deals
3. Select a deal and click on the icon to register an activity
4. You can customize the activity icon by clicking on it
5. Select a predefined activity from the list
Learn how to add sales activities
6. Record your notes
Add Documents or Images by selecting "Upload Documents" (Optional)
7. Click on "Add Note"
To edit a note click here
To expand a note click here
