Click here to find out how to get in touch!
Status:

Support Center

Complete activities to track what was done and when

Once you’ve created some activities, all you need to do is complete them to keep moving along the road to sales success.

Mark activities as 'done' by clicking on the colored flag in the deal on the Pipeline View, and click the empty circle next to the Activity Subject. Doing so will mark the activity as having been completed, and prompt you to schedule your next activity for that deal.