You can add, view, edit, or delete activities within each record’s activity timeline.
- Navigate to your records. Tap Menu, then tap [record object] in the left sidebar.
- Tap the name of the record.
- At the top of contact, company, and deal records, start a call, text, or email:
- On contact and company records, tap Call to call the contact or company.
- On contact records, tap Email or Text to send an email or text message.
- On deal and ticket records in the Android app, tap Call to call a contact associated with the deal or ticket.
- To filter which activities appear in the timeline, tap the Filter activity dropdown menu, then tap to select or clear a specific activity type.
- A checkmark will appear next to activity types that are included in the timeline.
- Tap Done in the top right once finished.
- At the top of the activity timeline, tap the icons to add a note, task, or other activity to a record.
- You can add attachments by taking a picture on your device or set an activity outcome and type.
- Tap on an activity to edit the activity or view its details, associations, and comments.
- To edit the activity, tap Edit in the top right. Make any changes, then tap Save.
- To comment on a note, call, email, or meeting, tap Add a comment at the bottom of the screen.
- Note: you cannot edit activity attachments in the mobile app.
- To delete or share an activity, tap the menu icon on the top right of the activity. To delete, tap Delete, then in the dialog box, tap Delete.