Activities & Tasks
Stay organized and never miss a follow-up with activity tracking.
Activity Types
Track various types of activities including calls, emails, meetings, and custom activities. Each activity is linked to contacts and deals for complete context.
Task Management
Create tasks with due dates and reminders. Assign tasks to team members and track completion rates to ensure nothing falls through the cracks.
Activity Timeline
View a chronological timeline of all interactions with each contact. This provides valuable context before meetings or sales calls.
Pro Tip
Bookmark important pages for quick access. Use the search feature to find specific topics across all documentation.
Next Steps
Continue to the next module to learn more advanced features and best practices.
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