Pending Activity

29 views April 17, 2017 jpajaro 0

Pending Activity

Records all the activities for yourself or any of the representatives in your team: phone call, Meeting, e-mails, mailers, handwritten Notes and meeting outside of the office:

pending activity

Pending Activity Screen

Add a New Activity

  • Click on add a new activity.
  • Click on: “Click Here to add a New contact”:



New Activity Screen

  • Select a account and click on next:



New Contact Screen

  • Fill the fields in yellow: first name and Last name, and click on next:



  • Enter Contact’s additional information, and click on next:

decision maker

  • Click on finish button:

create new contact

  • Click on Next, select the activity and click on next again:


  • Fill the fields in yellow and select finish, the activity will be add to the list of activities:

pending activity 2


Create a New account

  • Click on: “Click here”:


  • Fill the field in yellow and click on next:


  • Type a main phone and click on next:


  • Fill the field in yellow: Company and click on next:



  • Appears in screen a new account, ┬áclick on finish: