Add Next Activities

Use the Pipeline Activity List submodule to add the next activity to pipeline activities. This function allows you to mark the first activity as done.

To use the Pipeline Activity List submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings.

To add the next activity to a pipeline activity:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks screen, click To-do > Pipeline Activity List.
3. Highlight the pipeline activity that you want to add a next activity to.
4. On the grid toolbar, click Add next activity .
5. In the Add Next Pipeline Activity dialog box, select the resource to which you want to add the new pipeline activity, and specify the applicable contact, activity type, date and time, employee responsible, company, and pipeline.
   Note: You can also enter an activity text in the provided field.
6. If you want to set the previous activity and the current activity as done, select the Set previous activity as done and Set current activity as done check boxes, as applicable.
7. Click OK.