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How to login in App? How to download Delta Sales App? Check version number in App. How can I mark attendance? How to allow Delta Sales App to access location? What is check-in and check-out? Do I need to 'check in' to mark my attendance? How can I add parties in app? How to view party details? How to user party filters? How can I add images in a party? How to add party files in app? How can I edit parties? How to add order in app? How to view order in app? How to update status of order from app? How to add zero order in app? What is unschedule zero order in beat plan and how to add this? How can I add orders from beatplan? What is unschedule order in beat plan and how to add this? How to add collection in app? How to share EOD report? How to view EOD report ? How to view performance? How to add notes in app? How to apply for leave using the app? How to report an expense on the app? How to add day remarks in app? How can I add new beat plan in app? How can I make call to party after starting a beatplan? How does calendar filter work for beatplan? How to mark visit after starting a beatplan? How can I share visits ? How to finish visits? How to mark visits from beatplan page? How to mark visits? How to start odometer? How can I stop odometer? How to use collaterals in app? Logout in App How to add Tour plans in app? How can I add stock in app? How to add returns in app? How can I add zero orders from beatplan? How to change themes in app? Do I need to disable battery optimization to checkin in app? How to enable sync only on Wifi? Nepali Language How to add activities in app? What to do if I don't have access to a feature in app? How does beat route work? How to use custom module in app? How to add custom field inside custom module? How to view custom fields details? How to hard sync in App? How to check my attendance in app? Getting Activity Reminders on App

How to add activities in app?

To add activities, go to dashboard.
Click "Activities".

Click on add activity icon provide at the bottom of the activity page.

Add activity form will appear. Click on "Title here" field to add the title of the activity.

Add notes for the activity in the "Note" field. Click "Note" and type the details.

Select "Start Date Time" of the activity. Calendar will pop up. Select the date and time.

Now select activity duration by clicking on "Minutes" field.

Select activity type. Click on dropdown option provided in the "Type" field.

Select activity priority. Click on dropdown provided in "Priority" field.

Select the assignee to whom you want to assign the activity. Note: By default you will be assignee to the activity. To change click "Assigned to", and select the user.

Click "Link to" and select the party in which activity is linked to.

If the activity is already completed, you can mark it as completed. For this, mark tick on the checkbox option "Mark as completed".

click "Submit" to save activity.

Now the activity will be saved and you can see successful message and find  the activity on the activity page in the activity list.


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