Steps and Details for Adding an Activity in Twozo

Steps and Details for Adding an Activity in Twozo


The activity in Twozo acts as a bridge to the user and the customer interaction. From calls, meetings, mails, and follow-ups, the activity tracks every milestone ensuring you stay aligned with your clients.

Add Activity

The Add Activity in Twozo provides a structured way to schedule, manage tasks, meetings, calls, and other important interactions. It helps track interactions, deadlines, follow-ups, and ensures an organized workflow. 

  1. In the Activity Module, click the + Activity button at the top-right corner. This button is available in both the List View and the Calendar View.


  1. In the Add Activity form, fill in the required details such as Title, Type, Date and Time, Availability, Reminder, Priority, Sales Owner, Collaborators, Private Note, Contact, and Company. 
            List of Fields and Descriptions:

Field Name

Description

Title

The name or description of the activity. If not provided, the system will automatically use the Type name of the activity as the title, along with an activity icon. This ensures that each activity has a clear identifier even if the title field is empty.

Type

Defines the nature of the activity. 

Date and Time

Sets the scheduled date and time for the activity.

Availability

Shows whether you are Busy or Free during the activity time.

Reminder

Sets alerts to ensure timely action of the activity.

Priority

Helps in focusing on urgent tasks by setting their priority level.

Sales Owner

Designates the person responsible for managing the sales-related aspects of the activity.

Collaborators

Includes additional users involved in or informed about the activity.

Private Note

Provides additional information about the activity and it remains visible only to you. The note is invisible in the invitations for the guests.

Deal

Connects the activity with a specific deal, integrating it into sales processes.

Contact

Associate the activity with multiple contacts for tracking interactions.

Company

Links the activity to a company for managing business-related tasks.


  1. Once all the required details are entered, click Save to add the activity to your list.




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