How to add activities to Leads or Customers

April 14, 2015

We added a new video under the Web3Box CRM video gallery. Video explains how to add activities under a Lead or a Customer record and how the activity displays into the calendar.

Some examples of what and activity can be:
– Phone calls
– Emails
– Tasks
– Appointments
– Campaign Response
– Service Activity

and any other activities specific for your type of business.

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