Click the Add Activity button to open the new record creation screen.
You can associate the relevant activity with an existing deal, company or contact. Apart from that, you can create activities that are completely independent of these concepts. (Ex.: task activity for market research)
Next, you can enter the subject of activity
Subject: It is the name that will help you keep track of the activity.
Planning Date: This is the date on which you plan the activity to be completed.
When: This is the time on which you plan the activity to be completed.
Time: This is the duration you think should be reserved for the activity.
Assigned: This is the person who will be responsible for the activity.
You may add necessary information in the note field.
You can create the activity by clicking the Save button.
Afterwards, when the activity is performed, you can update the activity as completed by toggling on the ‘Mark as done’ field.
Lastly, you can define all the areas that you think are missing on the screen depending on your business structure. You can enhance your CRM experience by adding custom fields in the settings section in order to avoid these missing fields.