Postponed activities

Open Your Postponed Activities

The Postponed activity button at the top of the Main menu turns bold you have any activities that you have postponed.

The button displays their number. Hover over the button to open a list of the types of postponed activities and their total number.

Click Postponed to open a list of all postponed activities.

If you only want to see a specific type of activity, click it and the list will open with only that activity filtered.

Postponed Activity List

An overview of your postponed activities. Click a column title to sort your postponed activities by the column.

1. Filter by activity type.

2. Open the Contact or Account in the CRM module.

3. Edit the postponed activity.

4. Open activity details.

5. Close activity. Unsent emails will be deleted. Any chats or SMSs you have sent before postponing will not be deleted.