Step 1: Navigate to Activities
Start by logging into your Pabau account using your login credentials. Then, navigate to the left sidebar menu and click the "Activities" tab. This action will lead you to the Activities page.
Step 2: Create Activity
Navigate to the top right corner of the screen and click the "Create Activity" button. A pop-up window will show where you can populate the fields.
Here you can proceed to select the activity type by clicking the icons listed at the top. To find out how you can create activity types, refer to this guide.
Next, you can select the due date and time for this activity and add an activity note with more details if needed.
By default, the staff member creating the activity will be selected in the "Assigned to" field. To assign it to someone else, click the field and choose from the dropdown list of all staff members.
Step 3: Assign Lead
To assign a lead to the activity, start typing in the field. Matching lead names will appear in a dropdown for you to select.
NOTE: Assigning a lead to an activity does not automatically send them a notification.
Once you've filled out all the information, proceed to click the "Save" button to finalize.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.