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BasicsActivities & collaboration

The Home area

The Home area is your hub in Salesware. It appears after logging in and is always available in the “Activity” workspace at the top left of the navigation filters.

Create a new activity. In the widget “Create a new activity” you select the type you want, and the activity is created in the current workspace. Other ways are described in Create an activity.

Try out examples. If you want to get to know what activities can do, create an example here. You can choose between the structures “Structured sales process” and “Structured complaint process” as well as a collection with a task and a note.