How to Add an Activity Follow

Activities are an essential part of day-to-day business. It’s a piece of work that needs to be done, and it can be time-bound if required. You can create activities for yourself or others. Salesmate will keep on reminding you about your important activities, so you don’t miss them out. You can schedule it in context with a Contact, Company, and/or a Deal.

How to add an activity

Salesmate allows you to Add Activities from,

• Activity Listing Page: Activity > Add Activity

• Contact Details Page: Contact > View a Contact > Add Activity, Log Activity

• Company Details Page: Company > View a Company > Add Activity, Log Activity

• Deal Details Page: Deal>View a Deal> Add Activity, Log Activity

• Contact Quick view: Click the three-dotted button > Add Activity

• Company Quick view: Click the three-dotted button > Add Activity

• Deal Quick view: Click the three-dotted button > Add Activity

• Quick Add + button