Activities
Tasks, meetings, calls and your calendar.
Tasks
2.Tasks overview
What a task is, where tasks come from, their statuses, and how to find them on the Tasks page, in views and on the Kanban board.
3.Create and edit a task
Every field on the task form, creating a task from an email, and how to edit, clone and delete tasks.
4.The task detail page
What is on a task's page, how to change its status, mark it complete with an outcome, and why some tasks say they were made automatically.
Meetings
5.Meetings overview
What a meeting is, where meetings come from, the invites and reminders people get, and how to find meetings on the Meetings page and in views.
6.Schedule and edit a meeting
Every field on the meeting form, who you can invite, and how to reschedule, clone and delete meetings.
7.The meeting detail page
What is on a meeting's page, and how to complete, cancel, reschedule or mark a meeting as missed.
Calls
8.Calls overview
What a call record is, scheduled and logged calls, the emails people get, and how to find calls on the Calls page and in views.
9.Schedule and log a call
Every field on the Schedule a call and Log a call forms, and how to edit, clone and delete calls.
10.The call detail page
What is on a call's page, how to change its status and mark it complete with an outcome, and what Twilio calls show.
11.Call with Twilio
Call leads and contacts from your browser through Twilio. How admins buy and assign numbers, how to place a call, and what gets logged.