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.
Activities can also be associated with pre-existing Company, People and Deal Records.
To Access Activities:
- Tap "Records" from the Navigation Menu
- Select "Activities" from the intro screen menu
This section explains how to:
Click Here to read about Activities on Web.
Click Here to watch a video tutorial on Activities.