Create an activity

1. To create a new Activity, navigate to the Lead.
2. Select the active Lead under which you want to include the new Activity under, and click the "+" at the top right corner.
3. Fill in the Activity creation popup form.
   • Title - Name you would like to give to the Activity.
   • Type - Type of activity you want to create (e.g. Email, Call, Meeting, etc.)
   • Start/End - Choose when the Job starts and when it will end.
4. Once you complete all the fields click on the check mark icon.

Add a description and files

1. Just type in all the information on the description inside the creation popup.
2. At any time you can change the Description. For that, you just need to click on the option that says "Edit".
3. You can also attach files such as images, and emails, by dragging or clicking on the dotted square.
4. Save it, close the Activity form by clicking on the check, and then on the bottom right side of the popup click on the small blue arrow.
5. A pop-up will appear saying your Activity was successfully created. Click on this message to navigate directly to the Activity.

Move the Activity status

1. Once you create the Activity you will need to continue to move the Activity Forward by changing the Activity Status.
2. For that, you just need to click on the symbol and select one of the available options.

Add people to the Team

1. If you have access to change the Team you will see an Add Assignment symbol below the description section.
2. Add or remove people to each of the groups by clicking on the pencil.
3. A dropdown will appear with a list of users.
4. Select the users that you want and click on the check to add them to the Team.

Add a new file to the Activity

1. To add a new file to the Activity you just need to click on the symbol and submit the post.
2. The file will appear automatically on the Activity feed, where you can easily download it.
3. You can also check all Activity related files on the tab "Files".

info

In order to notify someone on your team about a new post or Activity related topic, you can always use the "Notifications" option.

Notificatify people

1. For that click on the symbol and select the users you want to notify.
2. The user will be tagged on this comment and a notification will be sent.

Document tabs

At the top of the page, you will be able to find various tabs with information about this Activity

• Feed - Activity and comments related to the Activity.
• Files - All the files uploaded into this Activity will appear on this tab.
• History - Track of status changes. You can see for example who created the Activity and at what time.
• Others - You may also find other tabs depending on the modules of the system you have access to.