Activity
Follow up on interactions with customers
Check-in greater than 350 meters
Conversations in Activities- FAQs
Conversations in Activities - Notifications
Conversations in Activities - Start a Conversation
How is a conversation structured in Sage Sales Management?
Conversations in Activities
Add your Outlook emails to your Activities
Link Emails and Calls to Opportunities
WhatsApp activities in Sage Sales Management
How can I view my daily route?
What is a Fast Check-in?
What is the Check-out?
What is an activity?
What is check-in?Check-in in Sage Sales Management: A Comprehensive Guide
What types of activity are there?
How to export my activity
What is a visit report?
How can I share or send an activity?
What details are given in an activity file?
Apply filters to your activities
How to edit or delete an activity?
Attach images to your Activities
How to add an activity
Activities list features
How to access activity
Compared Daily RouteA Useful Visit Tracking Tool for Sales Team Leaders
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