Click the CRM icon
This action will navigate you to the CRM section where you can manage customer relationships, view contacts, and handle relevant tasks.
Loading screenshot…
100%
Geteilte Anleitung
Track website activity for a contact in CRM
Track customer interactions in your CRM by navigating to the contact details of Jane Doe, where you can view associated activities like Emails, Calls, and Meetings for insightful…
viktoriaTrack customer interactions in your CRM by navigating to the contact details of Jane Doe, where you can view associated activities like Emails, Calls, and Meetings for insightful relationship manageme
Step-by-step Guide6 Schritte
Click the Contacts link
Clicking the Contacts link will direct you to the section where you can manage your contacts, view details, and add or edit contact information.
Loading screenshot…100%Click the Jane Doe contact entry
Clicking on the Jane Doe contact entry will open the details page for this contact, allowing you to view and edit their information.
Loading screenshot…100%Click the Activities tab
Clicking the Activities tab will display a list of activities associated with the selected contact, providing insights into the interaction history and updates.
Loading screenshot…100%Click the Activity filter option
This will display a list of all activities associated with the selected contact, allowing you to view detailed information about interactions and updates.
Loading screenshot…100%Click the Activity filter dropdown
Select specific activity types to display, such as Emails, Calls, or Meetings, allowing you to narrow down the information related to the contact.
Loading screenshot…100%