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Activities
An important aspect in Client management system 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 ...
Can I delete activities?
Yes. Activities can be deleted, provided you have delete permission. Use the Delete option available in the Activities home page.
Create Recurring Activities
An activity can be repeated by using the recurring option while creating tasks and events. You can also create recurring tasks in bulk from the list view. Availability Profile Permission Required: Access to the Activities Tab that includes View, ...
Can I delete activities?
Yes. Activities can be deleted, provided you have delete permission. Use the Delete option available in the Activities home page.
How to set reminders for activities?
While creating a task or event in CRM, you can set a reminder for it. There are two options for reminders: Alert through Email - On selecting this option, you can receive reminders for your tasks or events through emails. Alert through Pop-up - On ...