Sales - Creating an Activity Related to The Request of Service

  1. 1. Click on the Activity Tab

    Click on the Activity Tab

  2. 2. Click on NEW ACTIVITY

    Click on NEW ACTIVITY

  3. 3. Type in date

    Type in date

  4. 4. Check if Completed

    Check if Completed

  5. 5. Type in notes

    Type in notes

  6. 6. Select the Opportunity

    Select the Opportunity

  7. 7. Select a Template

    Select a Template

  8. 8. Click on SUBMIT ACTIVITY

    Click on SUBMIT ACTIVITY

  9. 9. Now you see the created activity

    Now you see the created activity

Done!