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How to add activity on the mobile app?

  1. Log in to Outperform app > deal screen > select one of the deals.

2. Click on the dark blue plus button at the bottom right of the screen. There will be a pop-up screen for Activity Options.

3. Select Schedule Activity to add the activity.

  • Choose Activity Type (Call, Meeting, Task, Deadline and Email).
  • Enter the Title of the note, Note and Date including time.
  • Click on the save button.
  • Now, your deal’s activity is successfully created.

4. The scheduled activity will be shown in the timeline.
You will get a pop-up notification 10 minutes before the activity starts.

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