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.

Unlock further potential by integrating third-party systems via API. The API reference on your instance, at your instance URL followed by /admin/api, describes how.

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 reference on your instance, at your instance URL followed by /admin/api, for integrating activities from third-party systems.