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Tasks, Meetings, and Sales Activities
Tasks, Meetings, and Sales Activities
Tasks
How to add a new task?
How to use tasks to collaborate with your team?
How do I mark a task as complete and view them?
How do I mark a meeting and custom sales activities as complete?
How to sync tasks and sales activities to my calendar?
How to add custom fields to sales activities?
Meetings
How to add a meeting?
How to use Freddy's calendar event suggestions?
How to use Freddy's out-of-office detection feature?
Sales Activities
How to add notes in Freshsales?
How to add check-in for a sales activity ?
What are Custom Sales Activities? How to use them?
How to configure different sales activities?
How to use the Activities Dashboard?
UI UPDATE: Appointments being renamed to Meetings
How to create and use templates in Notes?
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Battlecards
How to create and manage AI powered battlecards in Freshsales?
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