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How to add activity notes and outcomes

Learn how to effectively add activity notes and outcomes to your sales calls in just a few simple steps.

victoriaworkflowsvictoriaworkflows
·5 steps·69 views·Published

Learn how to effectively add activity notes and outcomes to your sales calls in just a few simple steps. This guide walks you through the process of documenting key details and saving them for future reference, ensuring you stay organized and informed.

Step-by-step Guide5 steps

  1. Click Sales Call

    Click Sales Call
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  2. Click on "Click here."

    Click on "Click here."
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  3. Type "Decision maker was on the call. Timeline is 2-3 we..."

  4. Click on "Click here."

    Click on "Click here."
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  5. Click Save

    Click Save
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