The Activity List is the place to go when you want to look at what’s happening next or what you’ve recently done. As long as you keep up with your Activities (and you should since it’s so easy!) we make it easy to plan your day and become a more efficient salesperson!
There are 2 ways to access Activity page:
1. Click on the Activities button from the Quick Launch navigation.
2. Tap on the main navigation on the right top of your screen and select Activities.
On the Activities list page, you can select either Incomplete or Complete from toggle button on the top of the page.
Incomplete Activity list is the default view for the Activity List, displaying Activities owned by you that are incomplete, usually, planned for the future
Complete Activities list shows all the Activities that are owned by you that you have already completed.
Every Activity will display the following information:
- Activity Type (as an icon)
- Activity Name
- Due Date
- Time (optional)
On the Incomplete Activities list, you can Swipe Activities from the list in order to quickly Complete or Delete them!.
To complete Activity, please follow the below steps.
1. On the Activity list page, tap Incomplete.
2. Swipe the Activity that you wish to Complete to the left.Then tap the Complete button located on the right
3. Tap Complete to comfirm.
To delete Activity, please follow the below steps.
1. On the Activity list page, tap Incomplete.
2. Swipe the Activity that you wish to Complete to the right.Then tap the Delete button located on the left.
3. Tap Delete to comfirm.
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