The Activities list helps you structure your work day. Stay organised to track meetings, demos, emails, and phone follow-ups, prospecting calls and other activities.
There's now a free upgrade to Activities. The new version is called Tasks, and contains lots of new features to improve your workflows, increase your insights, and save more time. Contact us for your free upgrade.
If you see Activities instead of Tasks under Sales & CRM, your account has not been upgraded yet. Until the upgrade is completed, Activities stays visible in the menu.
Read more about working with Activities:
- About the Activities list
- How to create a new activity
- How to postpone a task
- How to close tasks
- How to work in Focus Mode
- How to save sent emails in Upsales
- How to flag activities as high priority
- Activity outcomes