Planning your business-related duties in a systematic approach allows you to micromanage and use time more effectively. In the Pipeline window, you may organize events with your clients or schedule and carry out certain tasks for them. Go to the Sales tab and choose “My Pipeline” to utilize this option.
If no events are scheduled for the record, the clock symbol, as seen above, will appear in its Kanban view. Depending on what kind of event it symbolizes, it will take on the form of a phone, email, etc. Clicking on the corresponding icon will open the dialogue box displayed above. After that, select “Schedule an Activity.” You’ll see the pop-up window that follows.
This window displays the fields Assigned to, Due Date, and Activity Type. To “Log a note,” you may optionally write a description. After entering your information, select “Schedule.”