What are activities?
Activities allow you to record and keep track of all interactions and tasks related to your companies, contacts and opportunities.
You can use them to plan calls, meetings, emails, visits or any other sales action, while maintaining a complete history of your relationship with each customer.
Why are activities important?
Recording activities helps you to:
Organise the sales team’s day-to-day work.
Keep track of pending and completed actions.
Maintain a history of interactions with each customer.
Improve coordination between team members.
Access up-to-date information before each meeting or customer interaction.
Explore the Activities module
The Activities module is available in both the web app and mobile app. Although each version adapts the interface to the device, both allow you to view and record the same information, keeping all your sales activity synchronised.
Discover how the module is organised, what types of activities you can record and how to keep track of all your sales activity in Sage Sales Management.