Activity
Follow up on interactions with customers
- What is an activity?
- How to access activity
- Activities list features
- How to add an activity
- Attach images to your Activities
- Apply filters to your activities
- How can I share or send an activity?
- What is a visit report?
- How to export my activity
- What is check-in?
- Check-in greater than 350 meters
- What is the Check-out?
- What is a Fast Check-in?
- Link Emails and Calls to Opportunities
- Add your Outlook emails to your Activities