What details are given in an activity file?

  1. The date of the activity.
  2. Company name: Name of the prospective customer or company.
  3. Contact: Name of the company’s contact person, phone number or e-mail depending on the activity.
  4. Opportunity: Select the sales opportunity.
  5. Activity type: Comment, phone call, meeting and visit.
  6. Comments and pictures you can attach to the activity.

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