Shared guide

How to create an activity (call, meeting, task)

Step-by-step guide covering: Click Xenero Ltd deal; Click on "Click here to add an activity..."; Type "Call" in Call; Click Priority.

victoriaworkflowsvictoriaworkflows
·23 steps·8 views·Published
Step-by-step Guide23 steps

  1. Click Xenero Ltd deal

    Click Xenero Ltd deal
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  2. Click on "Click here to add an activity..."

    Click on "Click here to add an activity..."
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  3. Type "Call" in Call

  4. Click Priority

    Click Priority
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  5. Click High

    Click High
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  6. Click Save

    Click Save
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  7. Click on "Click here to add an activity..."

    Click on "Click here to add an activity..."
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  8. Type "Meeting" in Call

  9. Click on "Click here."

    Click on "Click here."
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  10. Click on "Click here."

    Click on "Click here."
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  11. Click 2:00 PM

    Click 2:00 PM
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  12. Click on "Click here."

    Click on "Click here."
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  13. Click 2:15 PM

    Click 2:15 PM
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  14. Click Save

    Click Save
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  15. Click on "Click here to add an activity..."

    Click on "Click here to add an activity..."
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  16. Click on "Click here."

    Click on "Click here."
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  17. Click on "Click here."

    Click on "Click here."
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  18. Type "Send proposal" in Task

  19. Click on "Click here."

    Click on "Click here."
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  20. Click 7:30 PM

    Click 7:30 PM
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  21. Click Priority

    Click Priority
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  22. Click Medium

    Click Medium
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  23. Click Save

    Click Save
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