Step 4. Activities
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Written by Training
Updated over a week ago

This feature is only available for the following plans:


Click here for more information on our plans.

Activities are interactions you have had with your ForceManager accounts.

Some activities are automatically registered (calls and Emails) instead others are manually registered (comments, visits, etc.).

1. Activity types

By default, you can perform five types of activities in ForceManager: comments, visits, meetings, calls and emails. However, you can delete, modify and add new ones as needed.

For example: videocall, training, technical visit, etc.


2. Additional fields

In this menu, you can add new fields defining new activity types you usually have with your contacts or accounts.

For example: next step and next visit.

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