Overview
You can schedule an activity for a future date so it appears as an upcoming task and reminds you to act. This is how you "trace a next step" so a Lead or Opportunity never stalls.
How to Add a Future-Dated Activity
- Click + New Activity
- Associate it to the relevant Opportunity or Lead (and Account)
- Enter the Activity Title and choose a Type
- Set the Date to the future date you want (add a Time if relevant)
- Leave the activity open (do not turn on the Completed toggle)
- Click Save
The activity now shows as an upcoming, open activity until its date arrives.
Faster: Trace a Follow-Up While You Work
When you complete an activity, use the Follow-up activity section at the bottom of the form to schedule the next one at the same time. Check Follow-up activity, set a Follow-up Type and Follow-up Date in the future, and give it a title. Matrix creates the future activity for you.
Why It Matters
Future-dated activities keep your records healthy. A Lead or Opportunity with no upcoming activity shows up under No Future Trace, and one with no recent completed activity goes Stale. Always leave a future activity traced.
Questions? Email support@m1intel.com