How to schedule activities and add comments to the deal
Set the next step for each deal, with a date and reminder, and leave comments so the team knows what was agreed.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
On this page
A deal without a next step goes cold. The activity tells you what to do and when, and it appears in the day’s queue for whoever is responsible. Comments keep a record of what was agreed with the customer.
Where to find it in Cognizy
Step by step
- Step 1:
In , click the deal and then View details. Open the Activities tab.
- Step 2:
Click New activity.
- Step 3:
Choose the Type, such as Call, Visit, or Meeting, and who the Owner is. Enter the Title and set the Due date. In Reminder, choose how far in advance you want to be notified.
- Step 4:
Click Save activity.
- Step 5:
The activity is added to the deal’s list. When you finish it, mark it as done right there.
- Step 6:
To record what was agreed, go back to the Overview tab, write in Comments and click Send.
- Step 7:
The comment is saved with your name and the time. Everyone on the team who opens the deal can see it.
How to know it worked
The activity appears in the Activities tab with the due date, and the comment stays in Comments, in Overview.
If something goes wrong
I didn’t receive the reminder.
The reminder goes to the activity owner. Make sure the owner is you and that notifications are turned on in your profile.
Next step
See everything due today in the day’s queue.
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