Understanding Activities
What are Activities? Activities are a way to track key interactions that take place between your organization and Contacts within the DMS. How do Activities work in the DMS? Activities always relate to at least one Contact and can be used as...
Viewing a Contact’s Activities
After adding one or multiple Activities to a Contact, you can easily view them. 1. Go to the Contacts Tab 2. Search for the Contact whose Activities you wish to view and select its Name Search for your desired Contact and se...