The Activities page shows all the Activities that you have to do, along with the due date for them. As an adviser, this helps you to manage your client workload - we encourage frequent use of

 To access your Activities page, click the calendar icon on the navbar on the left of your screen.

From the Activities page, you will be able to see all your activities (and those of your team, depending on your settings). This page shows what the activity is, which Profile it is linked to, and when it is due, among other details. The activity header bar allows you to filter the activities by time, activity type, and complete/incomplete.

  • Activities that are overdue are represented by a red circle

  • Activities that have been completed will display a green tick, and be crossed out

  • Activities that have are not completed are represented by a grey circle

Activities can also be found, created and edited on the a client's Profile or on your Pipeline 👍

Client Profile

Past activities can be found in the Profile's Timeline, and current activities are found above the Timeline. To learn more about managing activities from your client's Profile, read this article.

Pipeline

On the Pipeline, you'll notice that each Opportunity has a different coloured bar next to it. This represents the status of the activity. From your Pipeline, you can add and edit activities for an Opportunity. To read more about managing your activities from the Pipeline, read this article

Customising your Activity Types

At any time, you can edit the Activity Types that appear when creating an Activity to better suit the way you work. These Activity Types can be personalised in your settings.

Getting notified of Activities

Depending on your settings, you will receive different kinds of notifications for Activities. Your notification settings are where you can decide in which situation you receive which kind of Activity notifications.

Did this answer your question?