You can schedule activities not only on the Activities page but also right in the cards of the CRM elements and smart objects you are working with.
To do this, open the desired lead, deal, contact, company, or smart object element and click on the Activities tab.
The window for creating an activity will open. Just fill out all the fields (title, activity type, deadline, priority, description, person responsible, and members), check the existing connections with CRM elements and smart objects (you can add new ones if needed), and click the Save button.
As a result, the activity will be displayed in the card at once.
And it can be found in the general list as well.
❗️In the CRM Connections block, elements bound to the entity are pulled automatically.
If you create an activity to work with a deal, it will be specified in the corresponding field. And related contacts or companies will be those specified in the deal card.
If you create an activity to work with a contact, it will be specified in the corresponding field. And related companies will be those specified in the contact card.
If you create an activity to work with a company, it will be specified in the corresponding field. And the related contacts will be those specified in the company card.
❗️Similarly, an element, which is added to the card, is immediately pulled into the Connections with smart objectsblock.
If you have additional questions or you need to contact the support, send a request to this email [email protected]