Activities and calendar

Plan the next action and keep follow-ups visible.

Before you start

Identify the lead, contact or deal the activity belongs to.

Steps

Open Activities or My Day and create an activity for the next follow-up.
Enter the subject, type, due date/time and related record, then save.
Use Calendar and My Day to review upcoming and overdue work.
Open the activity to update the result and mark it complete when the work is done.

Activities and calendar · Example workspace · English app preview — Example workspace · English app preview

Check the result

Check your date/time preferences and activity association. Completing an activity does not automatically close its deal.

Need a hand?

Tell us what you were doing and the error you saw. Keep keys and customer details private.

Contact support