Documentation / Lead & Pipeline Management (CRM) CRM Activities & Follow-up Workflows Updated 2026-08-31 Copy link Print In this section Work your own deals: the My Pipeline filter, priority stars and next actions My Pipeline is the deal board narrowed to the opportunities you personally… Work the My Activities queue: what is due, one-click reschedule, and the activity board My Activities is the queue of opportunities on which you owe the next step… See the month ahead on the My Activities calendar The My Activities calendar is the same set of deals you work from the queue… Build activity plans: reusable step lists launched on an opportunity An activity plan is a short, reusable checklist of activities. Launch it on an… Define activity types: action, default summary, schedule and chaining An activity type is the kind of a to-do: Call, Email, Meeting, Document, To-Do… Was this article helpful? Yes No What was missing? Send feedback Thanks — your feedback helps. Running a window or door factory? Ask for a demo