Activities in Web3Box CRM
If you are a new user in the CRM and haven’t established a clientele just yet, a simple way to remind yourself about following up with your contacts, is to set alerts.
CRM – Create Activities
You can set alerts for activities, opportunities and scheduled emails. View them all right on the dashboard, under the alerts icon.
CRM – Set Alerts
Keep a keen eye on the icon when you log in, to make sure you are up to date with your activities.
Of course the [My Activities] widget itself organizes your activities, where you are also able to edit and change them.
Great functionality, one of the many features you get with Web3Box CRM.
