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Function documentationActivities Management Locate this document in the navigation structure


Activities refer to interactions you have with business partners, such as phone calls, meetings, tasks, or other types of activities. You are able to manage a one-time activity, or recurring activities.

All activities are automatically recorded in your calendar and in activity reports, which you can use to:

  • Plan your day, week, and month.

  • Analyze your communications with business partners, both currently open activities and activities that have been closed.

  • Monitor the progress of your sales opportunities and the service calls of business partners.

For information on how to add activities, see Creating and Updating Activities.