How can closed activities be tracked for future reference?

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• How can closed activities be tracked for future reference?

  The closed tasks are displayed under Closed Activities related list in each module. You can select the Closed Activities view to track the archives.

• 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 ...

• CRM Activities

• 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, ...