Activity Management

Activity
Management
Activity Management streamlines the tasks necessary to get the job done. Manage e-mails, meetings, calendars and calls within a central location to ensure teams work together to close more opportunities in a shorter period of time.

Tasks, Meetings and Calls
Task Create
Specific piece of work required to be done within a given time frame, could create recurring tasks and set reminders to the tasks.

Meetings Organize
Activity that happens at a given place and time, it could create recurring events, set reminders, and add invitees to the event.

Calls Logging
Keep track of the inbound calls of received from leads and customers and outbound calls of dialled to leads and customers

Shared Calendar
Calendar Management
Enables users to keep track of calls, meetings, and tasks by viewing the calendar, it could collaborate on activities and maintain a history of all previous activities by linking them to specific records.

Calendar Accessing
User's calendar could be set to allow other users to see the event scheduled but do not get access to detailed information or may allow to set to share the calendar or specific event entries with other system users.

Activity History
Tracking Follow Ups
Enables users to keep track of calls, meetings, and tasks by viewing the calendar, it could collaborate on activities and maintain a history of all previous activities by linking them to specific records.

Maintain Events
Historical event could be maintained a log of all the events and tasks that are completed, or status changed as any options for further follow ups of opportunity.