Activities is one of two secondary rows within your Pipeline project tracker. Activities can be created in your tracker or can be generated from your inbox. 

Creating an activity:


  1   Click the caret on the left in a row..

  2   Click Add.

  3   Add activity details.

  4   Click Save.

or

  1   Hover on a row to show a double sided arrow, and click it.

  2   Click Add Activity.

  3   Add activity details.

  4   Click Save.



Deleting an activity:


  1   Click the caret on the left in a row..

  2   Select the activity you want to delete by ticking the checkbox next to that activity.

  3   Click the Delete icon.

  4   Click Delete to confirm.

or

  1   Hover on a row show a double sided arrow on the left, and click it.

  2   Click an activity.

  3   Click Delete.

  4   Click Delete to confirm.


Transferring an activity:


  1   Click the caret on the left in a row.

  2   Select the activity you want to transfer by ticking the checkbox next to that activity.

  3   Click the Transfer icon.

  4   Select a Tracker.

  5   Select an Opportunity.

  6   Click Transfer.