How to add activities in calendar view?

Step 1: Open the Calendar View

User on Web

1. Log into your Outperform (OP) account
2. From the left-hand menu, click on “+ Activity”

Step 2: Select an Activity Type
Choose one of the activity types:

1. Call
2. Meeting
3. Task
4. Deadline
5. Email

Click on the icon that best matches your activity.

Step 3: Fill in Activity Details

1. Input the relevant information such as Title, Date & Time, and Description
2. Ensure all required fields are completed

Step 4: Link the Activity to a Deal or a Person

• From the Select Link to dropdown, choose either:
• Deal – search and select the deal name
• People – search and select the contact

Step 5: Save the Activity

• Click the Save button to log the activity into your calendar

You’ve successfully added an activity in the calendar view!