Calls, meetings and tasks

Plan every follow-up with a reminder, log how it went, and plan the next step in one go.

Follow-ups are called activities. There are three kinds: calls, meetings and tasks.

Plan a follow-up

1. On a lead or deal, click to plan a follow-up. You can also go to Activities, or use + in the top bar.
2. Choose call, meeting or task, and enter what it's about.
3. Choose the date and Time, and the Duration for a meeting.
4. Choose Remind me: from 5 minutes to a day before, or No reminder.
5. Check Related to (the lead, deal or contact) and Assigned to.
6. Add Notes, then click Save.

Mark it done

When it's done, open it and click Mark done. Under How did it go?, write the outcome, then plan the next step straight away. The outcome is kept on the lead or deal's history.

Your follow-ups

• Activities lists everything planned. Show All or only Mine, and filter by type, such as Calls.
• Click Calendar to see your follow-ups by month or week, and drag one to another day to move it. See Saved views, sales targets and the calendar.
• A workflow can plan follow-ups for you, such as a call for every new lead.
• My to-dos on the Dashboard shows what's due today.
• "Your day" emails arrive each morning. See Your day and notifications.
• Deal cards show the next follow-up, or No follow-up planned.