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

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