Managing Activities

This article explains how to manage activities in the CRM, organized into the following sections:

• Viewing a company's activities
• Viewing a contact's activities
• Updating a company's activities
• Updating a contact's activities
• Deleting a company's activities
• Deleting a contact's activities

Viewing a company's activities

To view the activities associated with a company:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company whose activities you want to view and select its View row action link.
4. Navigate to the 'Activities' tab where a list of all the company's activities are displayed.

Viewing a contact's activities

To view the activities associated with a company:

1. Navigate to the CRM from the main menu.
2. Select Contacts.
3. Find the contact whose activities you want to view and select its View row action link.
4. Navigate to the 'Activities' tab where a list of all the contact's activities are displayed.

Updating a company's activities

To update an activity associated with a company, follow the steps below:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company whose activity you want to update and select its View row action link.
4. Navigate to the 'Activities' tab.
5. Find the activity you want to update and select its EDIT link.
6. Make your changes.
7. Select SAVE.

Updating a contact's activities.

To update an activity associated with a contact:

1. Navigate to the CRM from the main menu.
2. Select Contacts.
3. Find the contact whose activity you want to update and select its View row action link.
4. Navigate to the 'Activities' tab.
5. Find the activity you want to update and select its EDIT link.
6. Make your changes.
7. Select SAVE.

Deleting a company's activities

To delete an activity associated with a company:

1. Navigate to the CRM from the main menu.
2. Select Companies.
3. Find the company whose activity you want to delete and select its View row action link.
4. Navigate to the 'Activities' tab.
5. Find the activity you want to delete and select EDIT.
6. Select DELETE.
7. Finalize the deletion of the activity using the confirmation modal.

Deleting a contact's activities

To delete an activity associated with a contact:

1. Navigate to the CRM from the main menu.
2. Select Contacts.
3. Find the contact whose activity you want to delete and select its View row action link.
4. Navigate to the 'Activities' tab.
5. Find the activity you want to delete and select EDIT.
6. Select DELETE.
7. Finalize the deletion of the activity using the confirmation modal.