Log an activity on a deal

Activities are the history of a deal — calls, meetings, emails, follow-up tasks and notes. Keeping them on the opportunity means the next person sees what happened.

Steps

1. Open the opportunity and select the Activities tab.
2. Type an Activity title.
3. Choose the type — Task, Call, Meeting or Note — and set the date and time.
4. Optionally add a Description, an Assignee and a With contact.
5. Select Add.

Result

The activity appears in the Activities list on the deal, newest first, and in the assignee’s own task list if one was set.

See also

• Work the pipeline
• Pipeline stages
• VNCcrm overview