Basics of Vision Pipeline – Complete an Activity

So, you’ve scheduled a followup phone call.  Today when Vision Pipeline reminds you, you make the call.  Now what?

Well, it’s pretty easy to make some notes and mark that followup as completed and move on.

1. Find the Activity, click the Complete button

You can look in the Pipeline or the Contact Profile. Once you find it, click the Complete Activity button

complete - activity

2. Fill in the details and Complete

Sometimes I feel bad that there is nothing left to explain. But seriously, just enter the notes and you’re done. No explanation needed!

complete - window

We’ve also got some neat things around the bend for completing faster. Like auto reschedule the activity (like when you get a voicemail) or schedule something else (after a connected call).  Look for these and others soon.

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