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CRM - Recording Activities

All interactions with a Contact (Business) should be recorded as an Activity.

Michael Mulligan avatar
Written by Michael Mulligan
Updated over 8 years ago

The Activities index should read as a detailed timeline, informing you (and other users) on any calls, meetings, emails, or any other interaction you might have with a contact. It displays all the Activities recorded for a contact, along with options to create follow up tasks directly from the activity. Additionally, administrators also have the option to delete and edit existing activities.
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New Activity

When viewing Activities on a Contact, you can select New Activity, which will display a form for entering a new activity.

Alternatively, completing a Task will prompt you to create a New Activity as part of the Task completion.
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Follow Up Task

You can also create one or many Follow Up Tasks directly from an activity

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