Activities App
Assign follow-ups, history and reminders so nothing is missed.
13 articles
About the Activities AppActivities app description and perks.
What is an Activity?The activity is the foundational interaction you have with your clients.
Activities App PreferencesActivity app Personal and Company preferences
Create an ActivityTrack your interactions with your contacts by using the Activities App.
Schedule a Follow-UpHow to create an activity to follow-up with a contact
Recurring ActivitiesSet an activity to repeat over a period of time.
Edit an Existing ActivityHow to change the details of an existing activity
Create / Edit an Activity TypeHow to edit existing and create new custom activity types
Create / Edit an Activity StatusHow to edit existing and create new activity status's
About the Activity CalendarHow to view activities in a calendar
Activity Calendar ViewsHow activities are shown in the calendar.
Adding a Calendar ActivityHow to add and edit activities in the Activity Calendar
Activity ReportsVisualize and track your activities