The Activity List is the place to go when you want to look at what’s happening next or what you’ve recently done. As long as you keep up with your Activities (and you should since it’s so easy!) we make it easy to plan your day and become a more efficient salesperson!
To access the Activity List, please follow the below steps:
1. Tap on the main menu on the right top of your screen.
2. Tap on Activities button from the Quick Launch navigation.
The Activity list Page displays all Activities that you have access to. You can also complete activity from this page.
To complete activity, please follow the below steps.
1. On the Activity list page, tap Incomplete.
2. Swipe the Activity that you wish to Complete to the left.Then tap the Complete button located on the right
3. Tap Complete to comfirm.
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