The Activities list provides an overview of information about your day-to-day activities.
Activities has been replaced by Tasks, giving you more control over phone calls, appointments and to-do's. Contact Upsales for your free upgrade.
- 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
To find a specific activity in the list, enter the first few letters of the Company name or the Contact name in the Quick Search field at the top right.
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 box will appear with bulk-edit options: