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

Option 1

1. Click the caret on the left in a row.
2. Click Add.
3. Add activity details.
4. Click Save.

Option 2

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

Option 1

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.

Option 2

1. Hover on a row to 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.