Geteilte Anleitung

How to log an activity on a deal

Step-by-step guide covering: Click the CRM link; Click the Deals section; Click the HMO deal name; Click the More Activities menu pop up.

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·7 Schritte·7 Aufrufe·Veröffentlicht
Guide Video
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AI-narrated · Nova voice · English
Step-by-step Guide7 Schritte

  1. Click the CRM link

    Click the CRM link
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  2. Click the Deals section

    Click the Deals section
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  3. Click the HMO deal name

    Click the HMO deal name
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  4. Click the More Activities menu pop up

    Click the More Activities menu pop up
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  5. Click the Log a call option

    Click the Log a call option
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  6. Enter call details in the Log Call window

    Enter call details in the Log Call window
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  7. Click the Log Call button

    Click the Log Call button
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