Agent – Creating Activity

Subscribe to updates

Capture Cases, Alerts, Notes, Sales Calls, Tasks, and Opportunities. Important details will not be lost, and further solutions can be gained from the insights gathered during the call.

  1. While viewing a customer record, click the Action Menu
  2. Choose the Activity you would like to create
  3. A new tab will be shown with the blank Activity form

agent-creatActivity

Agent – Creating Activity

Leave a Reply

Your email address will not be published. Required fields are marked *