Do you want to know what activities your colleagues have planned for the week? You can find this information in the Activities section. You can also make different reports: load by connectors, total load by calls and messages and others.
Go to the CRM page, click More and select Activities.
You can create an activity on this page or in the entity form. Click the Create button and select the activity type.
There is a search bar at the top of the page. Select the activity type and the time period to find the activity.
If you have access permissions, you can also view the activities of other employees. To do this, select the user in the Responsible filter field.
The list contains basic information about the activity: name, deadline, client's name, responsible person, and current status.
To see the activity details, click on the activity name.
If necessary, you can switch to the Reports mode. We have prepared the list of ready-made reports with detailed information about activities.
Actions with activities
Using the context menu, you can perform basic operations: view activity, edit, mark as not completed and delete it.
If you need to edit several activities, check their boxes and select the desired action.
What to do after reaching the limit of 50,000 or 100,000 planned activities
To keep using activities in CRM, you should complete or delete any unnecessary activities. You can mark an activity as completed using the corresponding option in the activity context menu. To delete old activities, use the CRM Cleanup tool. Go to the Settings > CRM Settings > Other > Drive Usage.
First, specify the period for which you would like to delete the activities.
Click Delete activities in the context menu. Once they are removed, you can continue working with this tool in CRM.
Create any activity in the entity form.
Both inbound and outbound calls are displayed. The outbound call can be scheduled and you can get a reminder in advance.
Create a task directly from the Activities section. Its title will begin with "CRM:".
The list of activities shows both inbound and outbound emails.
Create a client list and schedule a call.
Messages belong to the Accept payment function.
To view the details as well as open the chat, click on the activity.
Feed message, Feed message comment (outbound) and Feed message comment (inbound)
The workflow activity.
An activity that was assigned from the Market app.
Audio recordings of meetings with the clients.