Similar to CRM > Accounts > Activities and Admin > CRM > Accounts > Activities
The Activities tab maintains a history of the interactions between your company and an account. Many activities may need to be tracked to support converting an opportunity into a sale. The page:
Does not require you to enter an account or contact with an activity.
Enables you to link an activity to a project, opportunity or ticket.
Adding Activities
Select the Admin > CRM > Activities tab.
Click New.
Enter the following fields.
Subject - Summary of this activity.
Status - Status of this activity.
Type - Appointment, Ask for Sale, Call, Demo, Email, Follow up, Inquiry, Marketing, Memo, Proactive Call, Quote, Renew Agreement, Task
Account - The customer account.
Due Date - Due date for this activity.
Reminder - Reminder date for this activity.
Contact - Contact for this activity.
Start Time - Start time for this activity.
Assigned To - Employee assigned this activity.
Phone - Contact's phone.
End Time - End time for this activity.
Assigned By - Employee who assigned this activity.
Project - Requires an account be selected. An associated project.
Opportunity - Requires an account be selected. An associated opportunity.
Ticket - Requires an account be selected. An associated ticket.
