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Activity Management

Everything to do with your day-to-day calls, meetings, tasks and notes

8 articles
How can I create an individual Activity for records in my list, in one go?
A Video Overview of Activities
How can an activity be created for multiple users?
How do the Next Action fields work? What about the Last Action field? When is it updated? How can I configure which action types update this field? How can I manually update all last action values?
What is activity scoring, and how do I use it?
How do I set up a recurring Activity? How do I add multiple users to a recurring Activity?
What are Email Plans in OpenCRM? (Overview)
Using Kanban Board View on Activities, Opportunities, Projects and Leads
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