Sales Culture > Activities & Visitation
Add New Activity
Posted by i3Teamworks Admin on 31 Jan 2018 8:56pm

A place to plan your follow-up calls, visitations and sales leads follow-up. This is to encourage sales personnel to plan their activities ahead, as shown here:

1. From your Main Dashboard, tap on SALES  and click Activities

2. Tap on 

3. Search Customer  and click Add New Activities

4. Add the Activity

       

5. You may check your planned activity here