Activities Widget

Updated 3 years ago by Celina Kwan

The Activities widget shows the appointments and tasks created for the lead.

Press +ADD to create a new appointment or a new task.

Clicking an appointment or a task opens the respective dialog for you to view details or modify the activity.

Once an appointment is created for a lead, you cannot invite Address Book entries to the appointment. You can however invite other leads or users.

Clicking the arrow button in a row will open the drop-down menu where you can complete or delete the activity.

Select the converging arrows to view the activities in a larger dialog box.

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