Activities provide you with an account management tool for managing daily tasks such as appointments, sales calls, contact follow-up, and so on. To use Activities, you must first configure various Activity Types. Optionally with the Activity Result control enabled you must also configure Activity Results that you can select when completing an Activity.
Activities. View Activity counts for today.
Appointments. View the number of appointments today.
To Do List. View the To Do List for today.
You can create Activities on Sales Accounts, Contacts, and Blocks. Or, you can use the auto-trace (rule) functionality to automatically create Activities based on defined conditions for Sales Accounts, Contacts, and Blocks.