Activity Management

Activity Creation and Setup

Steps to Schedule a New Activity

How to Import Activity Data into the Module?

Creating and Customizing New Activity Types

Managing Activity Type Settings

Managing Activity Status: Marking Tasks as Completed

Quick Completion in the Activity List View

Bulk Mark as Completed using Bulk Actions

Status Update via the Activity Summary Drawer

Completing Activities from the Calendar View

Marking Complete via the Global Search Results

Setting Status as Completed in the Add Activity Form

Updating Activity Status on the Deal Detail Page

Marking Complete from the Contact Detail Page

Completing Activities on the Company Detail Page

Configuring and Segmenting the Activity List View

List View Column Customization: Selecting, Showing, and Hiding Fields

How to Rearrange and Sort Columns in the Activity List?

How to Segregate Activities Using Filters and Logic?

Saving and Sharing Custom Filter Views

Viewing the Default and Shared Filters

Drop-Down Filters: Sorting by Task Type, Due Date, and Status

Reviewing Activity Details via the Activity Summary Drawer

Bulk Actions:

Calendar View

Calendar Layout: Understanding the Weekly Overview

How is the Task Count calculated for each day?

Toggle Weekends and use the Today Button for quick navigation

Visibility for Activities Scheduled Across Multiple Days

Location and Duration Tracking

What is the Check-In/Check-Out Feature?

How to Use the Feature to Log Time and GPS Location?