Create smart activities in mobile CRM to send your client a document for approval or schedule a call before a delivery is made.

There are three different ways to create an activity:

• from the actions menu

• from the Timeline tab

• from the Details tab

To add an activity from the actions menu,

1. Go to CRM and tap the three dots icon on the CRM entity card.

2. Select Plan activity on the list.

3. Specify the text, set the deadline, and save the changes.

To add an activity from the Timeline tab,

1. Open the Timeline tab inside the CRM entity.

2. Tap on the + icon in the bottom-right corner.

3. Select an activity you need from the list.

To add an activity from the Timeline tab,

1. Open the Details tab inside the CRM entity.

2. Tap on the + icon in the bottom-right corner.

3. Select Activity at the top of the slider.