CRM Activities Overview
CRM Activities provide a structured way to manage and track interactions with Customers, Vendors, and other Contacts. These activities ensure effective communication and follow-up across various relationships.
Key Features of CRM Activities
Applicable Entities:
Activities can be created for:
- Customers
- Vendors
- Generic Contacts
Entry Points:
Activities can be entered from:
- The CRM screen
- Customer, Customer Contact, Vendor, or Vendor Contact screens
- Scheduling Options:
- Activities can be scheduled for future dates and times.
- Past activities can also be logged if they were recently completed.
- Dashboard Visibility:
- Open and future activities are displayed on the CRM Dashboard, making it easy to track upcoming tasks.
- Open Activities:
- Activities that are still open (not yet marked as completed) are displayed by default in the
CRM / Activitiesscreen for easy follow-up.
- Activities that are still open (not yet marked as completed) are displayed by default in the
CRM Activities are a central tool for managing communications and tasks, providing visibility into past and future engagements to enhance productivity and relationship management.