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How to plan new activity from Leads?

Giedre -

Calls, emails, proposals, meetings, tasks - all these things can be planned, stored in history, remembered (and analyzed) in Teamgate

And life is crazy- one day you will be too busy to remember all the things you need to do. Activities will help you document the task as well as help you prioritize where to focus your attention.

 

Activities can be planned in multiple places. Here is a tutorial for planning activities from Leads:

1. Plan your activities from Leads list

 

create-activity-teamgate.gif

 

2. Plan your activities directly from Leads

 


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