Scheduling Activities

TeamWave CRM makes it easier for you and your team to schedule sales activity, so you can ensure you're never late for meeting or call. It also helps you quickly browse through all activity logs associated with a deal, so you have all the facts at hand before you leave for an important meeting.

One can schedule activities from different places

From Dashboard
  • Navigate to Dashboard
  • Click on Quick links button (Plus icon)
  • Then select 'Schedule an activity'

  • Enter all the details like Activity title, Assigned to, Time, Duration etc
  • Then click on Save.
From Deals, Contacts andOrganisations detail page
  • Navigate to Deal/Contact details page
  • Click on Schedule activity/Add new Activity

  • Enter all the details like Activity title, Assigned to, Time, Duration etc
  • Then click on Save.

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