The Activities list provides an overview of information about your day-to-day activities.
Tasks are a free upgrade to Activities. If you see Activities instead of Tasks, contact Upsales support for the upgrade. Until the upgrade is completed, Activities stays visible in the menu.
- Company name - opens the company card to the timeline
- Contact - opens the contact card to the timeline
- Phone number - opens the phone number in your associated calling app
- Activity type - lists the type of activity to simplify sorting and filtering
- Description - shows the description entered for the activity
- Icons - allows you to open the activity in focus mode, postpone it, close it (and create follow-ups) or delete the activity
Above the list you can switch between Activities and Appointments, show All activities or only Prioritised ones, and limit the list to Today, Tomorrow or This week (from Thursday, Next week). Click Add activity to create a new activity.
To find a specific activity in the list, start entering the Company name or the Contact name in the Quick search field:
The row for each activity allows you to open, edit or delete the activity.
To customise your Activities list, you can:
- Sort the list
- Customise the columns shown for the list
- Filter the list
Once you have customised a list, you can save the list to return to it easily later.
Click the box to bulk-edit activities:
A pop-up will appear with bulk-edit options:
- Close activities
- Update activities
- Update contacts
- Update companies
- Export (requires export permission)
- Delete