Record your sales interactions and keep a history of your work with each customer.

Activities record your interactions and tasks related to accounts, contacts, and opportunities.

Use the module to plan your work and record calls, meetings, or visits. Keep a history of your customer relationships as you complete each action.

Track outstanding tasks and completed actions. Share this information with your team to coordinate your daily work.

Review previous interactions before a meeting so you know where the customer relationship stands.

Open Activities in the web app or mobile app.

Both apps let you view and record the same information and keep your sales activity synchronised. Each app presents the information to suit your device.

Explore the module to learn about activity types and how to track your daily sales work.