Every day you plan work with customers. It can be a call, a meeting, sending and signing a contract. Now you can plan any activity that is related to a customer in the entity form.
If you need to send product samples to a customer by a certain date, create an activity with a deadline, and you won't forget to do it. This way, you can create any activity in the entity form.
How to create an activity
You can create an activity in the Kanban and Activity views.
To save you time, the text in the activity form will appear automatically and the deadline will be set for three working days.
You can also create an activity in the List view.
Click Add Activity.
It is possible to create an activity in the entity form.
There is no preset text, you can create any activity.
Change the responsible person in the activity
To change the responsible person, click on the employee's photo. Select a new responsible person from the list.
You can also attach a file to the activity. Click on the staple icon.
As soon as you create an activity, it will appear in the timeline and will be marked in yellow.
You can leave a note, change the time and the responsible person, add a file, and complete or delete the activity.
Open the entity form. Click the + button in the Details tab. Select the Activity block.
The full list of activities will be opened if you click Add Activity.
You can also create an activity in the timeline. Add a description and select a deadline.
To change the responsible person, click on the employee's photo and select a new responsible person from the list.
As soon as you create an activity, it will appear in the timeline and will be marked in yellow.
You can leave a note, change the time and the responsible person, add a file, and complete or delete the activity.
