Create smart activities in the mobile CRM to send documents for approval or schedule calls before delivery.

You can create an activity in three ways:

• From the actions menu
• From the Timeline tab
• From the Details tab

Add an activity from the actions menu

1. Open CRM and select a CRM item.
2. Tap the three-dot icon.
3. Select Plan activity.
4. Enter the activity details.
5. Set a deadline.
6. Save the changes.

Add an activity from the Timeline tab

1. Open a CRM item.
2. Go to the Timeline tab.
3. Tap the Plus (+) icon in the bottom-right corner.
4. Select the activity you want to create.

Add an activity from the Details tab

1. Open a CRM item.
2. Go to the Details tab.
3. Tap the Plus (+) icon in the bottom-right corner.
4. Select Activity at the top of the panel.