Activity
Follow up on interactions with customers
By Training1 author42 articles
Understanding the difference between Activities, Tasks and Events
Tasks
Manage your tasks to organize your time efficiently
What is a task?
How to access tasks?
What fields do tasks have?
How to add a task?
What options do task lists give you?
Add your Outlook emails to your Activities
How can I view my daily route?
Compared Daily RouteA Useful Visit Tracking Tool for Sales Team Leaders
What is a visit report?
What is check-in?Check-in in Sage Sales Management: A Comprehensive Guide
Check-in greater than 350 meters
What is the Check-out?
What is a Fast Check-in?
Calendar
Sync your calendar and optimize your day’s route
What is the calendar?
How to access your calendar
In what viewing formats can I see the calendar?
What does the map option on the calendar menu do?
How to add an event
How to add attendees to an event
What can you see from the detail of an event?
How to do a Check-in if a visit has been scheduled on the Calendar?
Report your videocalls automatically
Outlook Calendar Synchronisation via CalDAV