Activities App
Assign follow-ups, history and reminders so nothing is missed.
15 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
- Activities List
- 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
- Bulk Edit ActivitiesHow to change the start date, the assigned to, and / or status for multiple activities.
- 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