📌 This feature is available for all plans.
For detailed information on each plan, you can check 👉 here.
The Activity menu displays all interactions held with the customer.
The following information will be reported automatically:
E-mails.
Phone calls: outgoing calls by the App will be registered both Android and iOS devices.
In addition, you can add the report as regards your interactions manually (for instance, the content of a phone call, if important). By default, you can add the following types of activity:
Check-in
Activity:
On Sage Sales Management, you also have the option of editing or adding activity types according to your needs. In order to customize fields, on the settings menu, click on the option “Custom Fields”. |