# Customer Activity

## View Customer Details

 In **Customers** Click on the Action menu (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FwfKPmBPxgkjtrvvTQiax%2F0.png?alt=media) for the customer that you would like to view and click the **View** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FXdGQkOt0tGOXKSPg7DNT%2F1.png?alt=media)

You can see all the details of the **Customer** 

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FCy9URYNPefDazv3KbZ9F%2F2.png?alt=media" alt=""><figcaption></figcaption></figure>

## Edit Customer

In **Customers** Click on the Action menu (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FZCalREVNW8J9nZ5bcTJV%2F3.png?alt=media) for the customer which you would like to edit and click the **Edit** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F0ZMTh6oDwImCck5HNJl0%2F4.png?alt=media)

Add all edit details and **Save**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FqmQehly6gw23MHDcpUHd%2F5.png?alt=media)

## Delete Customer

In **Customers** Click on the Action menu (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fi3oeFQix92Z1ifCVx3u5%2F6.png?alt=media) for the customer which you would like to edit and click the **Delete** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FvGVYc2fiZUPT3L16fhCc%2F7.png?alt=media)

Give your confirmation in the **popup** and the record will be deleted

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fg3MZdBxoOJh1OxTXmf7s%2F8.png?alt=media)

## Create a Task for the Customer

In **Customers** Click on the Action menu (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F9xkzLwxWrqK0VKVxW2XP%2F9.png?alt=media) for the customer to whom you would like to add Task and click the **Task** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FhDzlpjDxUk3bpRPKIMTU%2F10.png?alt=media)

Enter the details on the Task page and **save** the form

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FL1UKltICKG5INbcbF907%2F11.png?alt=media)

## Create a Call Log for the Customer

Hover the mouse on Customer and click on the Action menu (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fa6O8kHZEtNyfk7WgTA79%2F12.png?alt=media) for the customer to which you would like to add a call log and click the **call log** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F1dtK9g8ba2qpMGFTzDo7%2F13.png?alt=media)

&#x20;Enter the details in the call log page and **save** the form

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FKUNUyd2x5U5WLgKYjHCb%2F14.png?alt=media)

## Create a Meeting for the Customer

Hover the mouse on the customer and click on the Action menu (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FLHYFr6L8d4GEL4TYLDMI%2F15.png?alt=media) for the customer for which you would like to add a meeting, and click the **Meeting** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FNXueY4wXIxxHTI2blNht%2F16.png?alt=media)

&#x20;Enter the details on the meeting page and **save** the form

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FLbeNSjaabFHBSuQHYrLO%2F17.png?alt=media)

## Create Follow Up for the Customer

Hover the mouse on the customer and click on the Action menu (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F7tOrxXQ4DOvtYTrGXCg9%2F18.png?alt=media) for the customer to which you would like to add follow-up and click the **Follow-Up** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FnnQkn8USwdyEu13EmGRk%2F19.png?alt=media)

Enter the details on the follow-up page and **save** the form

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FLMT3R50arXoAQ3YjOkn7%2F20.png?alt=media)