CRM activities are tasks, follow-ups or actions to be completed as you pursue a new business opportunity, for example a reminder to send a follow-up call or email. Activities are created against clients and prospects, contacts and/or pipelines.
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ACTIVITIES NAVIGATION
Go to CRM > my activities or all activities to add a new pipeline activity, create the next pipeline activity and view the details of existing activities.
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ACTIVITY CARD
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MY ACTIVITIES
Go to CRM > my activities to add a new pipeline activity, create the next pipeline activity and view the details of existing activities.
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ALL ACTIVITIES
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