From the CRM Activities page, you can view a list of various activities added to the system. You can search, organize, and filter activities based on factors such as activity type, person, or time.
The Activities page
When you want to view the logged activities in the system, select:
→ "CRM"
→ "Work"
→ "Activities"
The Activities page compiles a list of all activities performed in various parts of the system (e.g., calls recorded in CRM, notes, and meetings added to the calendar).
- You can sort the results by activity type
- Search or filter activities using the search fields
- Organize information in columns in ascending/descending order.
Adding Activities to the System
Activities are accumulated in the Activities list from activities added in various sections, including the following
1. Adding an activity from the calendar
A new activity can be added from the system's administrative side at
→ "CRM"
→ "Work"
→ "Calendar"
Select at the top of the page
→ New activity
2. Adding an Activity from the Quick Button (+ sign)
A new activity can be added from the quick button found in the top menu of the system's admin panel.
Select the + sign from the top menu.
Choose the desired activity from the drop-down menu
3. Adding an activity from a company or person card
A new activity can be added from the system's administrative side by navigating to the Activities tab on an individual company card or person card and selecting
→ "Add New"
Note: Tasks do not appear in the listing on the "Activities" page. Tasks differ from other activities in that they can have defined start and end times, and their completion can be tracked. Tasks have their own interface on the system's administrative side, and you can find them in the following section:
→ CRM
→ Work
→ Tasks