Quick Activities
We are proud to introduce EngageQuick Activities for SuiteCRM
Activities Tab for:
Leads
Contacts
Accounts
Users can:
View list of Activities
Create Calls & Meetings
Set Date, Status and Notes
Activities Tab
Users can instantly see a list of Activities for the Lead or Account
Creating Activities
In a few clicks users can:
Create either Call or Meeting
Set activity date
Set activity status (Planned or Held)
Add notes
Would you like a Demo?
For more information on how we can meet the needs of your organisation get in touch now!