What Are Activities Used For
An important aspect in CRM 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 post sales activities, phone conversations etc. They can be very useful in initiating and tracking pending action items and in recording the results of meetings or events.
In Nonprofit Vertical CRM, the Activities module is where you can create and associate business tasks, events and calls. Each activity has vital information on the date, time, priority level and notification parameters that can even be accessible from within the record it is associated to.
Related Articles
What decides which records appear under Recent Activities?
The last 5 activities will appear under Recent 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.
How to set reminders for activities.
There are two options for reminders: Alert through Email Alert through Pop-up For tasks, you have the option to choose the type of reminder you want. For events, you cannot choose the reminder options. Both the reminders options are enabled, by ...
Using Nonprofit Vertical CRM View for Activities
For any role in the nonprofit sector, a typical day at work is loaded with tasks. It could be the field work to visit a donor, or the task to call up a prospect to discuss a campaign, or to follow-up with members after their visits to your website. ...
Can I set Due dates/ Reminders for my tasks/ Subtasks?
You can set Due dates and Reminders for your Tasks when you create them. You can also choose to update the details later, by editing the Tasks/ Subtasks. Refer here for more details.