To separate more important activities from others, you can flag them as a high priority.

This article covers:

• Set activities as high priority
  • Flag high priority when creating/editing activity
  • Flag high priority in activities list
  • Flag activity as high priority when assigning lead
  • Flag high priority when quick-creating multiple activities
  • Flag automated activities as high priority
    • Journey
    • Form submits
    • Triggers
      
• View high priority activities
  • High priority quick-filter
  • High priority in active filters
    
    
• High Priority in Upsales Mobile app
  • Flag activities as high priority
    • When creating activity
    • On the activity card
  • View high priority activities

Flag activities as high priority

Flag high priority when creating/editing activity

1. When creating or editing an activity, in the Activity window, click the Priority toggle to flag activity as a priority. Red toggle indicates high priority.
   
   
   

Flag high priority in activities list

1. In the Activities list, flag an activity as high priority by clicking the flag. 
   
2. Red flag indicates high priority.
   

Flag activity as high priority when assigning lead

1. In the Leads or Form submits lists, click the Assign button.
   
   
   
2. In the window that opens, select user to be assigned the lead from the dropdown menu.
3. Click on the contact name for the lead
4. In 'Describe the lead', click on the Priority toggle to flag as high priority.
   
5. Click Assign button

Flag high priority when quick-creating multiple activities

1. In a list view (i.e. Companies, Contacts, Orders, or Opportunities or Website visitors), check the boxes next to the entities of which you want to quick-create activities.
   
   
   
2. A blue slideout will appear at the bottom of the screen, click Quick-create activity
   
   
3. Enter a description and click the Priority toggle to flag as high priority.
   
   
   
4. Select a different user if you want to assign the activities to someone else.
5. Click Create activities button

Flag automated activities as high priority

Journey

1. When setting up MQL criteria, click Add Actions button.
   
   
   
2. Click Create activity
3. Enter description and click the Priority toggle to flag as high priority.
   
4. Click Save action

Form submits

1. When creating or editing a form, click Settings tab
2. Click Form actions, in the Settings menu bar
3. Click on an action in the list, or click Add more actions button
   
4. Click Assign or Create new activity (depending on what action you want)
5. Enter details and click the Priority toggle to flag as high priority.
   
6. Click Save action (or Assign)

Triggers

1. When setting up or editing a trigger, click Add Action
   
   
   
2. Enter description and click the Priority toggle to flag as high priority.
   
3. Click Save action

View high priority activities

An active red flag  in the activities list indicates high priority. You can activate quick-filter or activate regular filters to only view high priority activities.

High priority quick-filter

1. In the Activites list, click the High Priority button in the menu bar to show only high priority activities.
   
   
   
2. You can quickly filter on today, tomorrow or next week by clicking the appropriate button.
   

High priority in active filters

1. In the Activites list, click Show Filters
   
   
2. In the filter sidebar, click Priority and then click Important button.
   
3. Activate or deactivate other filter options for a more specific view.
4. Don't forget to Save view, by clicking Save view in the list menu bar, when you've made your changes.

High Priority in Upsales Mobile app

Flag activities as high priority

When creating activity

1. Click menu bar, then click + button and create new activity.
2. Enter the activity details and click Priority toggle to flag as high priority
   
3. Click Save Activity

On the Activity card

1. In the Activites list, click on an activity to show Activity Card.
2. At the top of the card, click Set priority to flag as high priority.
   
3. Click close

View high priority activities

1. In the Activities list, switch between high priority activities and all activities by clicking the appropriate tab.
   
   
   
2. To view high priority activities for today, tomorrow or next week, click on the appropriate button while viewing the Priority tab.