How do I add a new activity?

You can add a new Activity to your database by following the steps below:

Creating an Activity from a Contact

  1. Go to the Contact you would like to add the Activity to
  2. Click + icon on the right side of the contact 
  3. Fill in the details of your Activity
  4. Click Save

Creating an Activity within Agenda

Note: Using this method will populate a blank Contact field

  1. Click Agenda from the left side of the screen
  2. Click +Add Activity in the top right corner
  3. Fill in the details of your Activity
  4. Click Save

 

Powered by Zendesk