Using Activities

The Activities module allows you to schedule, track, and manage all interactions and tasks related to your business. From emails and meetings to calls and tasks, the Activities module ensures that you stay organized and never miss an important follow-up. The built-in calendar provides a centralized view of your upcoming commitments. This guide will walk you through each component of the Activities section.

1. Navigating to the Activities Module

2. Managing Emails

Emails are a crucial part of client communication. The CRM allows you to send, receive, and track emails directly within the system.

Sending an Email:
Tracking Emails:

3. Scheduling and Managing Meetings

Meetings help you maintain direct communication with clients or team members. The Meetings section allows you to create and track all scheduled appointments.

Creating a Meeting:
Managing Meetings:

4. Logging and Tracking Calls

Calls are essential for follow-ups and quick resolutions. The Calls section allows you to log both completed and scheduled calls.

Logging a Completed Call:
Scheduling a Call:

5. Managing Tasks

Tasks help you stay on top of to-dos and deadlines. The Tasks section allows you to create, assign, and monitor progress.

Creating a Task:
Tracking Task Progress:

6. Using the Calendar

The Calendar provides a centralized view of all scheduled activities, including meetings, calls, and tasks.

Accessing the Calendar:
Adding Events to the Calendar:

7. Best Practices for Managing Activities

By mastering the Activities module, you can stay organized, improve communication, and ensure all tasks and interactions are completed on time. For additional assistance, contact our support team or refer to the full CRM documentation.


Revision #1
Created 24 December 2024 06:17:31 by Admin
Updated 24 December 2024 06:20:36 by Admin