Contact Management Tab: Activities



Activities linked to the Company contact are registered under the Activity tab. All information relating to the activity, such as the Company contact, Project, Type, Responsible person within your company etc is entered here. Registered activities could be meetings, demonstrations, telephone conversations, e-mails, confirmation of delivery and price quotations.

In the Type drop-down menu, you are able to sort which types of activities you want the tab to show. You can also select whether or not to show All, Completed and Incomplete activities. If a large number of activities are registered to the contact, you can choose to display only a certain activity type from the Type drop-down list.


Read more about:

Contact Management.

How to create a New Activity

Company Contact