|
Slide 3 - Creating & Editing Activities
Need a reminder to contact a client or want to set a payment date? Simple
and easy to set-up with an InfinityCRM Activities feature.
 By searching for a
company or contact via the Overview Home Page search facility , you can
set an activity in seconds.
Set time, date and
priority levels to ensure that each activity is dealt with exactly when it should
be.
Review and edit your
activities at the Customer Overview page. Once due, activities are listed
on the Overview Home Page.
Want to give personnel
different levels of access or permissions on the system. No problem,
just ask!
|
