📄️ Activities
Activities in Fintesk represent any scheduled action on your part towards the closing of a deal: a phone call, lunch meeting, email – whatever it is, you can schedule it for your person contacts, organizations, or deals so you always know what’s coming next.
📄️ How can I create activities in bulk?
If you want to add more than one activity to your account at a time, you can do so using a spreadsheet import.
📄️ How can I link my activities with multiple contact persons?
You can link multiple person contacts to an activity by adding them in the person section of the activity detail view.
📄️ How can I see done activities?
You can view completed activities in the list view of the activities tab by first applying a filter with the condition Activity > Done > is > Done.
📄️ Creating custom activity types
Fintesk comes with a basic set of activity types, but what if you need activities that are more specific to your company and its needs?
📄️ Activity "marked as done" logic
Note: "Marked as done" time is not visible in the detail view of an activity, however you can see last modified time. If the last change made to an activity was it being marked as done, the "last modified" date should align with it.
📄️ How can I filter my activities in the list view?
Managing and completing your activities is an important part of using Fintesk, and using filters can make it even easier.