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About the Activities App

The activity is the foundational interaction you have with your clients.

Activity App Personal and Company Preferences

Track your interactions with your contacts by using the Activities App.

How to create an activity to follow-up with a contact

Set an activity to repeat over a period of time.

How to change the details of an existing activity

How to edit existing and create new custom activity types

How to edit existing and create new activity status's

How activities are shown in the calendar.

How to add and edit activities in the Activity Calendar

 Assign follow-ups, history and reminders so nothing is missed.

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