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:
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from the actions menu
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from the Timeline tab
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from the Details tab
To add an activity from the actions menu,
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Go to CRM and tap the three dots icon on the CRM entity card.
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Select Plan activity on the list.
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Specify the text, set the deadline, and save the changes.
To add an activity from the Timeline tab,
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Open the Timeline tab inside the CRM entity.
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Tap on the + icon in the bottom-right corner.
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Select an activity you need from the list.
To add an activity from the Timeline tab,
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Open the Details tab inside the CRM entity.
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Tap on the + icon in the bottom-right corner.
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Select Activity at the top of the slider.
