(Estimated time: 2 to 3 minutes depending on the amount of information to be entered)

You’ve installed NextLead, created your contacts, and added their information. Now, you want to assign an activity to one of your contacts for a member of your organization? It’s very simple, just follow these steps:

Video Tutorial

https://www.loom.com/share/e62335e1a6e84dfbaa18d6d76035b0e4?sid=2d1de66e-bea2-49ba-a592-1f7ee9767c99

Step-by-Step Guide

1. First, go to the "Contacts" tab and open the profile page of the contact you want to assign an activity to:

Contact selected in the table

1. Once you’re on the contact’s information page, scroll down and click on the “+” button in the "Upcoming Activities" section:

Contact file where you can add an activity

1. Then fill out the details of the activity you want to create, and click "Save" in the bottom right once everything is complete:

Save an activity

1. Once created, the activity will appear in the "Activities" menu tab. You can edit it by dragging it to another status on the kanban board, or update it and attach documents over time by clicking on the activity:

Consult all of your activity

1. You can also switch your activity view from kanban to table using the option above, and check all ongoing activities from the "Activity Panel" tab. To create an activity directly from the activity board, just click on “create a new activity” in the top right corner :

View or change the status of an activity in the menu