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An activity can be any interaction with colleagues and customers such as a phone call, a meeting, or an email. Use the Activities module to schedule and manage calls, meetings, and tasks.
Typically, an activity is related to a record such as an account or contact. For example, you can schedule a meeting with one or more contacts to discuss a specific account or opportunity.
When you create the activity, you can specify the record to which it is related. This allows you to view the scheduled activities from the specified record. For example, an account’s detail page displays all scheduled activities. When you schedule an activity, you can also create notes and attachments if necessary.
Features: Schedule Call
Schedule Meetings
Create Task
Create Note or Attachment
Create Archived Email
Calls
Meetings
Tasks
Notes
Emails
Import Notes |
