Activities Introduction

Easily manage every aspect of customer and supplier interactions effortlessly by creating activities. The platform enables comprehensive logging of every lead or contact-related activity, including calls, meetings, notes, emails and more.

Gain complete visibility into customer and supplier activities with this intuitive CRM solution to cultivate stronger, more productive relationships.

Stay connected with instant access to past emails and activity on your phone no matter where you are.

Unlock further potential by integrating third party systems via API. Our in-depth documentation provides guidance on integrating your own events and retrieving events to establish a customized workflow that perfectly aligns with your business processes.

Insites allows you to track activities associated with companies, contacts, opportunities and ecommerce orders. You can record and track the following activity types:

• Call
• Chat
• Email
• Event
• File Note
• Meeting
• SMS
• Other

You can attach files and write notes depending on the type of activity that you are tracking. In addition, you may assign related administrators to the activity you are tracking.

Please refer to the API Documentation for integrating activities from third-party systems or retrieving events to streamline your workflow.