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How flag activities as high priority

You can mark and prioritise activities in Upsales.

This article covers:

  • How to prioritise a new activity
  • How to prioritise an existing activity
  • How to view priority activities

How to prioritise a new activity

  1. Open the menu
  2. Select Create:

    created.jpg

  3. Click Activity
  4. Add the activity details and select the Priority toggle:

    priority.jpg

  5. Select Save Activity

How to prioritise an existing activity

  1. Open an activity
  2. Select Set priority to flag as high priority:

    prior.jpg

  3. To de-prioritise, simply click the tab again

 

How to view priority activities

  1. Open your Activities list
  2. Select the Priority tab (you can also select tabs to filter activities by today, tomorrow, and next week:

    tabs.jpg

     

 

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Articles in this section

  • How flag activities as high priority
  • How to generate quotes from your mobile device
  • How to upload documents from the Upsales app
  • How to create contacts from appointments
  • Call-ID for iOS and Android: Know who's calling you

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