Contact Management - Activities with Consultants

Modified on Mon, 10 Jul 2023 at 08:10 AM


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.

  1. The Activities screen displays the Modified Date, User, Title,Type and Sub-Type columns. The Type column displays the activity type of the record.
  2. 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.

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