Schedule an activity and follow up

An activity is a reminder tied to a record: "call this customer on Thursday". The person it is assigned to sees it on their home screen, under Needs your attention.

Steps

1. Open the record you need to follow up, for example a customer.
2. In the Activities panel on the right, click Schedule.
3. Choose the Activity Type: To-do, Email, Call, Meeting or Document Request.
4. Pick the Due Date. Assigned To starts as you - change it to give the activity to a colleague, who is told in the bell at the top right (see Notification settings). Write what has to be done in Message.
5. Click Save. The activity shows in the Activities panel with its type, due date and the person it is assigned to.
6. When it is done, click Mark done. The activity stays on the record with a Done tag, as a history of what was planned.

What happens next

Leave a note for your team: Add a note and read the history of a record.