Shared guide

How to add activity notes and outcomes

Step-by-step guide covering: Click Sales Call; Click on "Click here."; Type "Decision maker was on the call. Timeline is 2-3 we..."; Click on "Click here.".

victoriaworkflowsvictoriaworkflows
·5 steps·10 views·Published
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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