Learn more about activities in this article
How to get there
- Go to Sales
- Click on Activities
You can always create a new activity from the Create (+) button on the toolbar
How to create an activity from Calendar
- Select Calendar from the Control menu
- Click on + New Activity on the upper right side of your screen
- Fill in the fields
Click on the icon to see more information
- Click Create
How to create an activity from Deals
- Go to Sales
- Click on Sales Funnel
- Select your Deal
- From the card view, click on Create new activity
- Fill in the fields
- Click Create
How to create an activity from Activities
- Go to Sales
- Select Activities
- Click on New activity
- Fill in the fields
- Tap on Create
Through the Activity scheduler tool, you can generate links to personalized pages where a meeting with you can be booked according to the time slots you want to mark as available.
The Activity scheduler is a Gem that can be enabled from the Holded Store.
Learn more about this functionality in this article