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.

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

To Access Activities:

1. Tap "Records" from the Navigation Menu
2. Select "Activities" from the intro screen menu

This section explains how to:

• Create Activity Records
• Sync your Calendar
• Set Auto Visits
• Set Auto Reminders

Click Here to read about Activities on Web.

Click Here to watch a video tutorial on Activities.