Activities provide an account management and collaboration tool for managing the daily tasks and appointments associated with group sales and events. The feature helps you keep track of upcoming appointments, sales calls, follow-up contacts, things to do, and so on. Activities remain in the database until manually deleted, thereby providing a record of your communications and business interactions.
You can assign your activities to multiple owners so that sales managers and others have visibility into your actions and expectations. When you are finished with an activity, you can mark it as complete and add appropriate notes.
Parent topic: Client Relations