Activities Overview

In Map My Customers, Activities are how you track all of you 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 also view Activities in a Calendar View.

Activities can also be associated 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 Activity List View
• Use Calendar View
• Sync your Calendar
• Set Auto Visits
• Set Auto Reminders

Click Here to read about Activities on Mobile.

Click Here to watch a video tutorial on Activities.