Activities Overview

In Map My Customers, Activities are how you track all of your or your reps' actions while out in the field. Activities can be used to track visits, phone calls, follow-ups, and much more.

Activity Records can be created manually from the Universal (+) button. You can view Activities from the Smart Planner, in a List View  or from the Activities tab of the associated Record(s).

Activities can be associated to pre-existing Company, People, and Deal Records .

This section explains how to:

• Create Activity Records
• Use Smart Planner
• Use Activity List View
• Use Activity Scheduler View

Click Here to read about Activities on Mobile.