We want to show you a new feature called contact activities. This allows you to set up structured activities for your team, for business development, or just check in with a contact.
Follow the steps below:
Go to Company Settings under your profile:
2. Select Sales Behaviors:
3. Select Contact:
You can also add activities just by clicking the "+" sign:
If you want to check under the contact the Birthday just click under the Birthday tab:
Select the date:
You will see the date properly saved:
3. Then you can go to Dashboard and see that the activity has been created and need to be done:
Once the activity is completed you just need to check the box and move on to the next activity:
That is it!
Feel free to contact us with any other questions!
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