Learn more about how to manage your activity list here
How to get there
- Access Sales, from the toolbar
- Select Activities
Management options
A. Edit an activity
- Select the activity from the list
- Modify the fields according to your needs
- Click on Save
B. Delete an activity
- Select the activity from the list
- Click on Delete
- Confirm the action
C. Mark an activity as completed
- Select the activity from the list
- Click on Completed
D. Export an activity
- From the list, click on the download icon located at the top right of your screen
- Select the export option that suits you best (Export Excel, Google Sheets)