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:
- Select "Plan" from the Navigation Bar
- Select "Activities" from the dropdown menu
This section explains how to:
Click Here to read about Activities on Mobile.
Click Here to watch a video tutorial on Activities.