Click CRM > Activities to view a list of all CRM activities you're involved in.
Here's the list of activities available in Bitrix24 CRM:
- Task - regular Task in Bitrix24 with "CRM" prefix.
- E-mail - incoming and outgoing emails.
- Meeting - meeting with a client.
- Call - incoming and outgoing calls. You can schedule an outgoing call and get a reminder in the specified time.
There is a search bar at the top of the page. For example, you can view activities scheduled for tomorrow.
If you have appropriate access permissions, you can view CRM activities of other users. Just select a user in the Responsible person field of the filter.
The activities' list contains general information about activities: name, deadline, contact's name, responsible person and the current status.
Click on the activity in the list to view details.
You can also switch to the report view.
Actions with activities
You can perform basic actions with activities: open, edit or delete.
You can also perform group actions with activities by selecting several activities.