Managing Activities

Activities are events or tasks that you would normally manage in a calendar application. These could include meetings, conferences, calls or tasks as they are occur with customers, partners, employees and others during the course of business. Activities have time markers which help to schedule the activities and the associated timelines. You can also add additional information about the event, monitor the progress and status, and invite other users to participate in it.

Two types of Activities are supported:

  • Events (Calls and Meetings)
  • Tasks

The operational differences between these two types are detailed below in the following sections. Activities can and should be linked to other data stored in system, such as Contacts, Leads or Potentials. The system helps you not only to schedule the activities but also provides the set of tools to manage these activities efficiently across the organization.