CRM / Work with CRM
Record the next sales action.
Activities keep follow-up work attached to the record that needs attention.
Where to go
Open Applications → CRM → Activities. Choose Tasks, Calls, or Meetings, then click Add record.
Task
Enter the task details, assign an owner, set the due date and status, relate it to the lead, customer, contact, or deal, then click Create.
Call
Enter Subject and Call Date, optionally set salesperson, related record, duration, status, outcome, and notes, then click Create.
Meeting
Enter Subject and Meeting Date, then add time, salesperson, related record, location or meeting link, status, and notes before clicking Create.
Required fields: Calls and Meetings require Subject and their date field. Status defaults to Scheduled.