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Function documentationActivities Management

 

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.