Activities | Get A Better CRM

By Bob Ritter

The Log a Call functionality helps you to register the inbound calls (received from leads and customers) and outbound calls (dialed to leads and customers) with call details such as call duration, date and time of calls, notes, etc. Users who frequently make calls or receive calls in an organization can make use of this … Continue reading “Logging Calls”

Tasks

By Bob Ritter

A task is a specific piece of work required to be done within a given time frame. They are listed in the Zoho CRM’s Home page of the user, Activities home page and in other related records.

Events

By Bob Ritter

An event is an activity that happens at a given place and time. They are listed in the Zoho CRM’s Home page of the user, Activities home page, Calendar and in other related records.