Add Activities to a deal

Add Activities to a deal

Activities are the actions carried out by you, to successfully close a deal. It can be a phone call or a casual meeting. You can schedule that with a deal in your Bigin account. You can add Activities to a deal from the List view, Stage View or from the Deals details page.

Add Activities from List View

To add activities
  1. Hover over the deal to which you would like to add an activity.
  2. Click More > Log a call/Create a Task.

Add Activities from Stage View

To add activities
  1. Hover over the deal to which you would like to add an activity.
  2. Click More > Log a call/Create a Task.

Add activities from Deals Details page

To add activities
  1. Select the deal to which you would like to add an activity.
  2. Click the Activities tab.
  3. Click +Task/+Event/+Call and create the activity of your choice.
  4. Click Save.




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