Activities

Here you can see all your active activities. 

You can search for specific activities by clicking the button below. 

Select your search criteria and click Search. You can also search for an activity by entering keywords in the free text field. 

Create Activity 

Click Create to create a new activity. The activity will automatically be assigned a number. 

In the field, enter the name of the activity.

Enter the start and end dates.
The activity can be linked to a group.
Click Next.

Select the customers you want to link to the activity.

Click Create.

The activity is now created

For the activity to be available to the salespeople, it needs to be released. Open the activity and click the Release button.
The activity will be sent to the salespeople during the next synchronization.