Knowledge Base

Creating Activities in Workbooks enables you to track and record the interactions you have with People, Leads and Organisations, as well as ensuring you follow up on actions related to other records such as Opportunities,

Kanban Overview Sometimes it makes sense to see your Activity records in the context of a Kanban Board rather than a grid. The Workbooks Kanban View serves to visualise Activities based on their stage or

Displaying Activities Activities that have already been created can be accessed from within the record they are related to. They are also grouped together on the Activities Landing Page, which you can access by clicking