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Activities Session View

Figure 10 shows the Activities session view. This is a read-only list view that highlights key information about activities that have been associated with this contact based on information collected from anywhere in the organization.

For more information on creating activities, see Adding Activities.

The Activities view provides insight into:

• Most recent activity and contact with the customer
• Nature, purpose, result or action precipitated by that contact
• When and with whom the contact took place
• Any outstanding activities that may require action

Figure 10. Activities View

Table 5 shows the information provided on each activity.