Activities

Activities are tasks, calls, meetings, and follow-ups that keep your sales process moving.

4.1 Activity Types

Type	Icon	Usage
Call	Phone	Scheduled phone calls
Email	Envelope	Email follow-ups
Meeting	Camera	In-person or virtual meetings
WhatsApp	Chat	WhatsApp messages
SMS	Chat text	Logged text-message touchpoints
Facebook	Facebook	Logged Facebook interactions
Instagram	Instagram	Logged Instagram interactions
Task	Check	General to-do items
Note	Pencil	Internal notes
Follow-up	Arrow	Follow-up reminders

4.2 Creating an Activity

1. Go to Sidebar > CRM > Activities (or from a customer/deal profile)
2. Click New Activity
3. Enter:
   • Activity type
   • Subject
   • Due date and time
   • Customer and/or deal (optional)
   • Assigned to
   • Notes
4. Click Save

4.3 Viewing Activities

Filter activities by:

• Status: Pending, Overdue, Today, Upcoming, Completed
• Type: Call, Email, Meeting, etc.
• Assigned to
• Date range

4.4 Completing an Activity

1. Click the activity
2. Click Mark Complete
3. Add outcome notes (optional)
4. The activity moves to completed status

4.5 Calendar View

1. Go to Sidebar > CRM > Calendar
2. View activities on a calendar (month/week/day)
3. Click a date to create a new activity
4. Click an event to view details

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