CRM Activities allows administrators to track and manage all customer-related activities including calls, meetings, emails, and tasks. Activities provide a complete history of customer interactions.
Overview
Activities record every interaction with customers and leads. Administrators can track calls, meetings, emails, and tasks to maintain a complete communication history.
How to Access
- Step 1: Log in as administrator
- Step 2: Navigate to CRM in the admin menu
- Step 3: Click on Activities
Prerequisites
- Administrator access required
Features
- View all customer activities
- Log new activities manually
- Track calls and meetings
- Monitor task completion
- Filter activities by type or date
Quick Reference
| Route | admin.crm.activities |
| Permission | admin_only |
| Category | CRM & Business Tools |