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CRM basics

Activity

Definition

A logged interaction or task: a call, email, meeting, note or follow-up attached to a contact, account or deal.

Activity explained

Activities are the history that makes a CRM useful. Automatic email and calendar sync captures most of them; calls are logged automatically when the CRM has a built-in dialer, as Close does.

Activity reports show whether reps are following up, and stalled-deal alerts usually work by spotting deals with no recent activity.

Also referenced in: User adoption

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