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To create a new pipeline activity, go to my activities or all activities > click add new pipeline activity
icon and in the pop-up complete the following fields:Resource: select a client or prospect from the list.
Contact: select an exisiting contact name or click theicon to ‘create new contact’.
*Activity type: select from the available options
Date: select a date and time
Responsible: the person responsible for the pipeline activity. This will default to your name.
Company: defaults to your company (but if you have access to multiple companies you can select the relevant company here).
Pipeline: select an existing pipeline to if a related pipeline already exists you can select and add the activity to .it here
Activity text: free text field to add notes or comments.
Add to calendar: if you use calendar synchronisation, check this box to add the activity to your calendar
Done: check box to mark activity as done.
Click ok
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*Activity types are unique to your system and are usually setup by your consultant or systems administrator during implementation.can be created in Settings > CRM setup. |
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