How to add and edit an activity

Activities are a way for team members and your organisation generally to organise business development and client relationship tasks.

Activities can be events, meetings, request for proposals (RFP's) or any other activity that your or your organisation does to facilitate business development and management of client relationships.

To add an Activity, click on Activities in the 'main menu'. Then click 'Add new'.

Add a description of the activity in the box provided. You can also add a due date, which can be a date something needs to be completed by or a date of an event or meeting. This will all depend on what kind of activity it is.

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