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How to schedule activities for deals

Learn how to efficiently schedule activities for your deals with this step-by-step guide.

victoriaworkflowsvictoriaworkflows
·8 steps·80 views·Published

Learn how to efficiently schedule activities for your deals with this step-by-step guide. Follow the simple instructions to set up your activities and ensure you stay on track with your tasks.

Step-by-step Guide8 steps

  1. Click Activities (0)

    Click Activities (0)
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  2. Click Schedule activity

    Click Schedule activity
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  3. Click on "Click here."

    Click on "Click here."
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  4. Click on "Click here."

    Click on "Click here."
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  5. Click 30

    Click 30
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  6. Click on "Click here."

    Click on "Click here."
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  7. Click 4:30 PM

    Click 4:30 PM
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  8. Click Save

    Click Save
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