Action – Declare

To declare an action, click on the + button that is right beside the action you just performed.

For example, if you have Sales call, click on the + button right beside Sales call. You will notice that the circular progression bar advances and the number of points increases.

When an action entails an amount, a window will appear so that you can enter the amount (with a comma or period to separate decimal points).

To confirm, click on Add or press Enter.

An action may require a reference number. Click on the + button and a window will appear so that you can enter the number.