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
- Hover over the deal to which you would like to add an activity.
- Click More > Log a call/Create a Task.
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Add Activities from Stage View
To add activities
- Hover over the deal to which you would like to add an activity.
- Click More > Log a call/Create a Task.
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Add activities from Deals Details page
To add activities
- Select the deal to which you would like to add an activity.
- Click the Activities tab.
- Click +Task/+Event/+Call and create the activity of your choice.
- Click Save.
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