Shared guide

How to view team activities

Step-by-step guide covering: Click on "Click here."; Click Details...; Type "Sales Call" in Call; Click Victoria A (You).

victoriaworkflowsvictoriaworkflows
·13 steps·8 views·Published
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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