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How to flag activities as high priority in the Upsales app

You can mark and prioritise activities in the Upsales mobile app.

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 app menu
  2. Select Create:

    created.jpg
     
  3. Tap 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, 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

  • Q: Do you support dark mode on the web or mobile application?
  • How to set mobile app notifications
  • How to flag activities as high priority in the Upsales app
  • How to generate quotes from your mobile device
  • How to upload documents from the Upsales app
  • How to create contacts from appointments
  • How to set up Caller ID (iOS & Android)

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