Read this article to learn how to create an activity
How to get there
- Access to Sales from the toolbar
- Select Activities
From the list of your activities you can consult all the activities you have previously created, either from the Calendar, the Deals or the Activities section.
Managing the list of activities
Customize the view
Holded allows you to customize how to consult the list of your quotes in order to have at your fingertips all the data that you need the most.
- Click the two-column icon just below the export button
- Check the boxes of the items to be displayed in the columns of the list, by choosing from:
|Name||The title of your activity|
|Type||The type of activity among those available|
|Start date||The start date of the activity|
|Start hour||The start hour of the activity|
|End date||The final date of the activity|
|End hour||The final hour of the activity|
|Contact||The contact linked to the activity|
|Assigned to||The person in charge of the activity|
|Deal||The deal linked to the activity|
|Status||The activity status to be chosen between active or completed|
It is not possible to change the order of the columns, but you can organize the information in ascending and descending order.
Filter and segment
You can refine your searches in the listing by using the available segments and filters.
Use default segments
- Go to the drop-down menu on the upper left side
- Select the segment you want to visualize, by choosing from:
|All||All the activities are displayed|
|Active||Only the activities with an active status are displayed|
|Completed||Those activities whose status is marked as completed are displayed|
Use predefined filters
- Click on + Filter
- Select one or more of the available filters:
|Status||The statuses correspond to the main segments: Active, Completed.|
All types of activities available
Go to this article to find out how to configure the types of activities
Save custom filter combinations as segments
- Make your filter selection
- Click Save segment
- Name your new segment
- Click OK
The new segment will be accessible from the drop-down menu
You can also use the search bar to query by keywords, or use the time selector to limit the results to a defined time range.
Execute actions in bulk
- Select multiple activities by checking the box at the top of the list.
- Choose the bulk action to perform from the bottom bar:
|Delete||Deletes all the selected activities|
|Mark as completed||All the selected activities will be labelled as completed|
|Mark as no completed||All the selected activities will become active|