How to manage activities in a Business Plan?
Creating objectives in business plans is essential, but how do you see or measure progress? That is what activities are for on Kiflo, and we will show you how you can declare these activities.
In this article
Declaring activities in a Business Plan
To get started, go to an active business plan with defined objectives.
Sales activities will be automatically created for you.
Marketing and training activities will have to be declared by you or your partner from their partner portal, as we cannot track this kind of event.
Follow these steps to declare them by yourself.
- Go to Activities
- Click Declare a new activity
- Select the Related objectives you created
- Select the Activity date
- Add a Comment and then click Add
Once created, the Business Plan objectives will be updated accordingly.
Deleting activities in a Business Plan
You might want to delete an activity that you have created, for example, if you no longer agree with it.
- To do delete an activity, click on the Activity
- A button to Delete the activity will appear, click on it
