Activities

Activities are interactions that a team member has had with a contact and are recorded on that record’s timeline. Activities include emails, calls, tasks, notes and meetings. Activities also have the ability to be filtered so that team members can view last communication, ticket replies, or a variety of other helpful updates.

• Training: How to Log an email
• Training: How to Log/Create Phone call
• Training: How to Log/Create a Meeting
• Training: How to create a Task
• Training: How to create a note