Activities

Activities are the building blocks of customer engagement tracking. Every interaction -- whether a phone call, email, meeting, or internal note -- can be recorded and linked to customers and opportunities.

Activity Types

Priority Levels

Each activity can be assigned a priority:

Creating an Activity

1. Navigate to CRM > Activities or open a customer/opportunity detail
2. Click New Activity
3. Fill in the details:

4. Click Save

Managing Activities

Completing an Activity

1. Open the activity or click the complete action from the list
2. The activity is marked as completed with a timestamp
3. It remains visible in the timeline for history

Reopening an Activity

If an activity was completed prematurely:

1. Open the completed activity
2. Click Reopen
3. The activity returns to its active state

Rescheduling

To change the due date:

1. Open the activity
2. Update the Due Date field
3. Save changes

The rescheduled date is recorded in the activity history.

Linking Activities

Activities can be linked to both customers and opportunities simultaneously:

• Customer link -- The activity appears on the customer timeline
• Opportunity link -- The activity appears in the opportunity detail

When creating an activity from a customer or opportunity detail page, the link is set automatically.

Activity Statistics

The CRM dashboard includes activity statistics:

• Total activities by type (calls, emails, meetings, etc.)
• Activities completed vs. overdue
• Activity volume over time
• Per-team-member activity counts

These statistics help managers track team engagement and identify follow-up gaps.

Activity List

The activities overview provides a filterable list of all activities:

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