Searching Activities

Searching Activities

Access via the Activities option in the menu bar when in the Sales App

OR from the Apps > Activities option in the Main Menu bar in when in Xeppo:

This will take you to the Activities search screen, where you can filter, save views, manage activities and export data.

Click on the View button next to an activity, to go to the record the Activity is attached to - this could be a Lead, Opportunity, Client or Group.

The Actions button on this screen gives you the ability to Edit or Delete selected activities (select one or more using the check boxes) or Export data. You can also create new Activities directly from this screen via the Create Activity button.