How does add activity action work inside a deal card?
is your calendar, where you can schedule meetings and other activities. You can include other agents or team members.
Inside the deal card, the column on the right shows all of the actionable items. Click on Activity at the top of this section.
From the pop up screen, you can schedule your activity
You can see a history of all the activities assigned in the middle of the screen.
If you click on the All tab, you will see all of the Actions taken, including your Activities.
The calendar events will also show up on your Dashboard. This way, you can make sure to follow up.