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CCS - Activities

CCS - Activities

Owned by Tim Sweeney
13 Nov 2023
1 min read

Activities are standard features that appear on records which allow you to manage engagement information and history associated with that record.

You will find Activities on records where there is a potential need to record an informal engagement history - Contact, Account, Animal, Referral, etc.

The Activities section of a record allows you to:

  • Create Tasks

  • Log a Call

  • Create an Event

  • Send an Email

Related link: Activities: Tasks, Events, and Calendars

Creating Activities via the desktop login:

  • Go to a Contact Record and click into the Activity Tab.

 

  • Create a Task Record, assign it to yourself and add details about calling the contact back in a few days time. As you add activities, a timeline will be created.

 

 

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