CRM pipeline activities are tasks, follow-ups or actions to be completed as you pursue a new business opportunity, for example a reminder to send a follow-up call or email. Activities are created against clients and prospects, contacts and/or pipelines.
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Once you have created a CRM activity, you can also add the next activity, go to my activities or all activities > click the add next activity
icon and in the pop-up complete the fields as above, noting the additional fields:Set previous activity to done
Set current activity to done
Click ok
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