Adding Activity to records

How do Activities work and what are they for? Activities allow you to store information against any given records. Letting you add Email, Phone & General Activity Notes to those records. Imagine that a group of your teams are in talks…

What is the Activity Timeline?

The Activity Timeline exists at the bottom of every one of your records. The purpose of it is to allow you to go backwards in time to see what has happened with that record. For example it allows other members…