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Activity Type

Email, Call, and Meeting, etc. activity types used to classify client interactions and engagement tasks. It helps in effective communication and management. Defining activity types helps organize and track activities...

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Cancelled Activities

A Cancelled activity refers to a task that was planned or scheduled but later withdrawn or terminated before it was completed. Cancellation may occur due to changes in priorities, external...

Overdue Activities

An Overdue activity refers to a task or action that was scheduled or expected to be completed by a specific date or time but remains unfinished beyond that deadline. These...

Today's Activities

Today's activity refers to any tasks or actions that are planned or have taken place within the current day. It includes all activities that are scheduled, in-progress, or completed today....

Completed Activities

Completed Activities refer to tasks or actions that have been successfully executed or finished as per the planned objectives. These activities are marked as "Done" within a system or workflow,...

Planned Activities

A Planned activity refers to any task or action that is scheduled in advance to be carried out at a specific time or within a defined timeline. These activities are...

All Activities

By clicking on the All Activities section, it redirects to the All Activity page where you can see a list of activities which is scheduled by emails, calls, and meetings,...

2 min read

How to See Activity Dashboard

Click on Activity App, then you can see the activity dashboard page. Here, the activity dashboard is a platform where you can schedule/view client meetings, calls, emails, and other tasks....

Manage Activity

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Activity History

Activity history provides a comprehensive record of all past activities , helping to review past engagements and monitor progress. Here, you can see Document Name, Activity Type, Summary, Due Date,...

Reporting

One of the best elements that enables us to comprehend the overall functioning of a module is the reporting tool. You can efficiently analyze the Email, Call, and Meeting, etc...

How to See Activities (All Activity / My Activity) or How to Add an Activity Tag

Follow these steps to see 'All Activity / My Activity' by clicking on the Activity option. 1.Click on Activity, then you can see three options (All Activity, My Activity, and...

2 min read

How to Assign Activity to a Dealer

The following steps outline how to assign an activity to a dealer. 1. Click on the Dealer App. 2.Click on the New button or click on any existing dealers, so...