ACTIVITIES WITH CONSULTANTS
Your organization can use the activities features to coordinate activities between you and consultant or with sales and marketing team. All Activities such as e-mail, meetings, documents uploading, and tasks are lodged and history of every activity with the consultant is kept for reference.
- The Activities screen displays the Modified Date, User, Title,Type and Sub-Type columns. The Type column displays the activity type of the record.
- You can select any record and double click it to modify or to process further. You can add/edit documents, add/edit tasks, add/edit appointments and send mails to consultants from activities tab.
|Refer to the ‘Activities Tab’ in Contacts section of CRM, to know how to organize activities with selected Consultants.|