Geteilte Anleitung

View activity history for a contact in CRM

Access the CRM interface to view John Doe's detailed contact information, including activity history and associated tasks, for effective interaction tracking.

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·4 Schritte·97 Aufrufe·Veröffentlicht

Access the CRM interface to view John Doe's detailed contact information, including activity history and associated tasks, for effective interaction tracking.

Step-by-step Guide4 Schritte

  1. Click the CRM icon

    This will open the CRM interface where you can manage contacts, deals, and other customer-related activities.

    Click the CRM icon
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  2. Click the Contacts link

    Clicking the 'Contacts' link opens the contacts management section, where you can view and manage your contacts effectively.

    Click the Contacts link
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  3. Click the John Doe contact

    Clicking on the John Doe contact will open the detailed view of this contact, allowing you to edit information, check activity history, or manage associated tasks.

    Click the John Doe contact
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  4. Click the Activities link

    Selecting the Activities link will display the recent activities associated with the contact, allowing you to track interactions and updates effectively.

    Click the Activities link
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