Customer activities and follow-up
Keep sales conversations, tasks, reminders, and files connected to the customer.
Open a customer profile and add an activity for a call, meeting, task, note, or follow-up. Assign an owner and due date so the team can track responsibility. Attach relevant files to the customer or related transaction. Review overdue activities from the Dashboard and CRM activity views.
Use a quotation or invoice for commercial commitments; use activities for communication and follow-up context.