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Completing an Activity for an Opportunity
Completing an Activity for an Opportunity

How to complete an Activity

Chuck Slogrove avatar
Written by Chuck Slogrove
Updated over a week ago

Once you've completed an activity, you need to mark it as done in the software. To ensure you stay on top of your Opportunities, if the Activity completed was the last Activity for that Opportunity, a new Activity modal will pop up to set a new one.

Completing an Activity can be done:

1. From the Activities Page

By ticking the circle to the left of the Activity

2. From a Client's Profile Page

By ticking the circle to the left of the Activity

3. From the Pipeline

Clicking on an Opportunity's tile, and then selecting the Activity status will open the Activity.

From here, you can mark the activity as 'Done' and then save it.


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