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Sales activities

Assign and follow calls, tasks, and other actions related to commercial activity.

The Sales activities area turns each follow-up into concrete work: a call, meeting, email, demonstration, proposal, or another task. Each activity retains its related contact or other CRM record, dates, status, category, and notes so the next step does not depend on one person's memory.

Choose the task that matches your role to see only the instructions and permissions you need.