Module 1, Lesson 1
In Progress

Create & Log an Activity

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ACTION

  • Record a quick Loom video (or attach screenshots) of you adding an activity
    • ps. If you’re attaching screenshots instead of Looms, please screenshot the entire frame of your computer screen so we can see the URL bar of the web browser

Task 1: Create Activity

  • Create a new Activity inside your Deal
  • Set the name to {{first name + last name}}: {{Reschedule, Check in, Etc…}}
    • NOTE: Your contact will see this name as well in google calendar
  • Set the date to → 1 week from today
  • Complete the activity and select the outcome

Task 2: Log Activity

  • Log new activity
  • Set the name of the task accordingly
  • Set the date to yesterday