CRM - Activities
Overview
The Activities section tracks all interactions with leads, deals, and contacts. Maintain a complete history of calls, emails, meetings, and notes.
How to Access
- Navigate to CRM in the admin sidebar
- Click on Activities
Features
Activity Types
- Calls: Phone call logs
- Emails: Email communications
- Meetings: Scheduled meetings
- Tasks: To-do items
- Notes: General notes
Activity Tracking
- Log new activities
- View activity history
- Schedule follow-ups
- Set reminders
Activity Filters
- Filter by type
- Filter by date
- Filter by user
- Filter by related entity
Quick Reference
| Type | Description |
|---|---|
| Call | Log phone calls |
| Record email sent | |
| Meeting | Schedule/record meetings |
| Task | Track to-do items |
| Note | Add general notes |