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How to view team activities

In this how-to guide, you'll learn the step-by-step process to view team activities effectively.

victoriaworkflowsvictoriaworkflows
·13 steps·66 views·Published

In this how-to guide, you'll learn the step-by-step process to view team activities effectively. By following the instructions, you'll be able to filter and prioritize sales calls and deals, ensuring you stay organized and on top of your team's performance.

Step-by-step Guide13 steps

  1. Click on "Click here."

    Click on "Click here."
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  2. Click Details...

    Click Details...
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  3. Type "Sales Call" in Call

  4. Click Victoria A (You)

    Click Victoria A (You)
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  5. Click Kayla D

    Click Kayla D
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  6. Click on "Click here."

    Click on "Click here."
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  7. Type "BMX deal (BMX)" in Deal or Lead

  8. Click BMX deal (BMX)

    Click BMX deal (BMX)
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  9. Click Priority

    Click Priority
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  10. Click High

    Click High
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  11. Click Save

    Click Save
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  12. Click Victoria A

    Click Victoria A
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  13. Click Kayla D

    Click Kayla D
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