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.
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.
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?
If you want to add more than one activity to your account at a time, you can do so using a spreadsheet import.
Managing and completing your activities is an important part of using Fintesk, and using filters can make it even easier.
You can link multiple person contacts to an activity by adding them in the person section of the activity detail view.
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.