How can closed activities be tracked for future reference?

• Related Articles

• Closed Group Autoresponder

  Understanding closed group autoresponder Closed group autoresponder is a series of automated messages sent to a fixed group of contacts within a mailing list or segment. They are widely used in product and event promotions. Let's go over closed group ...

• Activities

  An important aspect in Recruit is to keep track of all the tasks, meetings, calls, events, or activity records.You can neatly organize the numerous records along with the activities associated to them such as follow-up, pre recruitment and post ...

• Using CRM View for Activities

  For any sales person, a typical day at work is loaded with tasks. It could be the field work to visit a prospect for a demo, or the task to call up a prospect to discuss a deal, or to follow-up with customers after their visits to your website. There ...

• Can I delete activities?

  Yes. You can delete activities, if you have the permission to delete them. Select the Activities module in the Home page, go to the list view and click Delete. You can either delete a single activity or delete activities in bulk.

• Activities - An Overview

  An important aspect in CRM is to keep track of all the tasks, meetings, calls, events, or activity records. You can neatly organize the numerous records along with the activities associated to them such as follow-up, pre sales and post sales ...