Sales - Creating an Activity Related to The Request of Service

AC

Appanzee Concierge

Created Jun 27, 2023

Sales - Creating an Activity Related to The Request of Service

8

1

Click on the Activity Tab

Click on the Activity Tab

2

Click on NEW ACTIVITY

Click on NEW ACTIVITY

3

Type in date

Type in date

4

Check if Completed

Check if Completed

5

Type in notes

Type in notes

6

Select the Opportunity

Select the Opportunity

7

Select a Template

Select a Template

8

Click on SUBMIT ACTIVITY

Click on SUBMIT ACTIVITY

9

Now you see the created activity

Now you see the created activity

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Done!

0 Steps

Well done!

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