Customer Activity
Last updated
Last updated
In Customers Click on the Action menu (3 vertical dots) for the customer that you would like to view and click the View button
You can see all the details of the Customer
Add all edit details and Save
Give your confirmation in the popup and the record will be deleted
Enter the details on the Task page and save the form
Enter the details in the call log page and save the form
Enter the details on the meeting page and save the form
Enter the details on the follow-up page and save the form
In Customers Click on the Action menu (3 vertical dots) for the customer which you would like to edit and click the Edit button
In Customers Click on the Action menu (3 vertical dots) for the customer which you would like to edit and click the Delete button
In Customers Click on the Action menu (3 vertical dots) for the customer to whom you would like to add Task and click the Task button
Hover the mouse on Customer and click on the Action menu (3 vertical dots) for the customer to which you would like to add a call log and click the call log button
Hover the mouse on the customer and click on the Action menu (3 vertical dots) for the customer for which you would like to add a meeting, and click the Meeting button
Hover the mouse on the customer and click on the Action menu (3 vertical dots) for the customer to which you would like to add follow-up and click the Follow-Up button
