Activities Overview

In Map My Customers, Activities are how you track all of your or your Reps' actions while out in the field. Activities can be used to track visits, phone calls, follow-ups, and much more.

Activity Records can be created manually from the Universal (+) button. Users can choose if they want their activities to be public to their whole team or private. You can view Activities from the Smart Planner or in a List View 

Activities can also be associated to pre-existing with Company, People, and Deal Records.

To Access Activities:

1. Select "Plan" from the Navigation Bar
2. Select "Activities" from the dropdown menu

This section explains how to:

• Create Activity Records
• Use Smart Planner
• Use Activity List View

Click Here to read about Activities on Mobile.

Click Here to watch a video tutorial on Activities.