Creating An Activity

At the Opportunity Level, Pursuit Flow’s Activity Tab allows authorized users the ability to create an activity. To create a new Activity, perform the following step(s):


  1. On the Opportunity, click “Activity Tab” within Pursuit Flow
  2. Click “Add Activity” 
  3. Once clicked the Create/Manage Activity screen will open. An Activity consists of five sections, which are addressed in detail below. Expand and collapse each lettered section to make it easier to refer to the diagram while working.

Graphical user interface, text, application

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