To add a new activity log in a deal within Taskip, follow these steps:
- Navigate to the Deal:
- Go to the Sales Pipeline and click on the specific deal you want to add an activity log for. You’ll be directed to the detailed view of the deal.
- Access the Activity Tab:
- In the deal view, locate the Activity tab (next to Meetings, Notes, and Tasks). Click on it to view the activity history for the deal.
- Create a New Activity:
- To log a new activity, click the + Create Activity button, which is located in the top-right corner of the activity section.
- Fill in the Activity Details:
- In the pop-up window, enter the Activity Type (e.g., Task, Note, Meeting, etc.).
- Add a Description of the activity, such as what was discussed, a call made, or an update provided.
- Optionally, assign a Date/Time for when the activity occurred or when it’s scheduled.
- Save the Activity:
- After filling in the necessary details, click Save to log the activity. It will now appear in the activity feed under the selected deal.
Insight: #
Logging activities for each deal allows you to track important interactions, discussions, and tasks related to that deal. This ensures that all team members are on the same page and helps you maintain a transparent and efficient workflow.
