The Activities list helps you structure your work day to make the most of your time. Stay organised to track meetings, demos, emails, and phone follow-ups, prospecting calls and other activities. All in one place.
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.
This article covers:
- Viewing the activities list
- Creating a new activity
- Postponing activities
- Closing activities and creating follow-ups
- Working in Focus mode
- Saving emails as activities
Opening the Activities List
To view activities, select Activities under Sales & CRM on your Upsales Home page. Or complete the following steps:
- Click Sales & CRM → Activities:
- Select one of the following:
- My activities
- All open activities
- Saved activities - for any of your saved lists
The list of activities you selected is displayed.