Calls, meetings and to-dos on a lead appear in the shared agenda

What moves

An activity scheduled against a lead, contact, account or deal belongs to the shared activity system, so the person it is assigned to sees it in their own list.

Before you start

• Both modules in your plan

Step by step

1. Account executiveCRM & Sales Pipeline

   Schedules a call on a lead and assigns it to a colleague.

   You see:The activity is saved against the lead.

2. Sales development rep (SDR)Activities Workspace

   Opens the personal list of activities to do.

   You see:The call appears with the lead's name and due date.

3. Sales development rep (SDR)Activities Workspace

   Marks the activity done with a note.

   You see:The lead's panel shows the call as done.

Related

• Activities Workspace
• CRM & Sales Pipeline
• Chat and poll results are kept on the meeting's calendar entry
• Compliance follow-up uses Activities
• Copilot works your tasks
• A leaver's open work is handed to a colleague
• A manager asks the Copilot for a team follow-up plan
• Connections between modules