Activity navigation area
Below the profile, under the "Linked" menu entry, you see the linked holders or prospects as well as all linked activities.
Below, you see a list of all individual activity steps. Certain activities are divided in subactivities. In this example, you see the "Record" subactivity, which you can expand or collapse using the arrow next to the subactivity.
For very complex activities, arrows appear pointing up or down, respectively. Point to this arrow or roll your mouse wheel while in the navigation pane to scroll in the corresponding direction.
Steps that are already edited are black, edited steps are dimmed. You can go to any edited step directly by clicking the corresponding entry. The currently opened page is then underlined in blue.
The individual steps can change depending on the selection made during editing. If you take another path within the workflow and a step disappears, the entered data is not lost. Thus, if you undo your selection and return to the original path, you can continue where you left off.