Working with activities and appointments

Activity in Bearbook is an essential and productive way to manage tasks and appointments.In Bearbook, a user will manage their daily or future tasks and business appointments as an activity to increase productivity in work.

So let's get familiar with activity for task and appointments,

An activity in Bearbook is a feature that helps users to add or manage their work routines to make successful business deals.

Steps to manage activities,

Step - 1: Add Activity

  • Sign in to your Bearbook account and click on the Activity button.
Activity Bearbook CRM
  • Click on New Activity button.
Activity Bearbook CRM
  • fill the form as per your business needs that appear on the screen. Click 'Save Activity' button when you're finished.
Activity Bearbook CRM

The resulting activity will look something like this,

Activity Bearbook CRM

Step - 2: Set Filter

  • In Bearbook's activity feature, a user can see the All, Open and Completed activity with activity assignee name by setting the filter.
Activity Bearbook CRM

  • In the resulting page, a user will see the activity as per the filer. The ticked checkbox indicates completed activity and unticked checkbox indicates open activity.
Activity Bearbook CRM
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