Activities
Tasks, calls, meetings, emails and notes.
Overview
Activities record everything done with a customer. They support reminders, recurrence, a list view and a week calendar, and appear on the timeline of the account, contact, lead or opportunity they relate to.
When to use activities
- You plan follow-ups.
- You log a call.
Step by step
In the Crm module open Relationships in the green navigation bar, then choose Activities under Activity.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- crm.activity.create
- crm.activity.delete
- crm.activity.read
- crm.activity.update